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https://vms.ces.myfiinet.com/bm/template-management/task-templates

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Purpose

“Task Templates” define a complete application flow. A BM can bind multiple form templates into one task template. When a tenant creates a task, the system creates tickets based on the flow configured here.

Before you start​

  • Create the form templates you want to bind.
  • Confirm the application type: general, visitor, construction, or garrison.
  • To let tenants request to join a building themselves, create a valid join-building task template.

Steps​

Import from default templates​

If you want to create a flow quickly, import a system default template.

  • “Import”: copy the selected default task template into the current building, then adjust the flow.

Edit info​

Click “More > Edit Info” in the last column to update the template name and basic data.

https://vms.ces.myfiinet.com/bm/template-management/task-templates

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Edit flow​

In flow settings, you can add multiple steps, select the form template for each step, and decide whether each step is optional. After a tenant creates a task, the system creates tickets in this order.

https://vms.ces.myfiinet.com/bm/template-management/task-templates

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Copy​

You can copy an existing task template in the current building to create a new one faster.

  • “Copy”: duplicate the selected task template, then update the name, info, or flow as needed.

Result​

  • When a tenant selects this template in “Tasks”, the system creates the corresponding task.
  • The form templates bound by the task template become tickets under the task.
  • For a join-building flow, tenants can select the building from “My Buildings” and submit the join request.

FAQ​

  • Tenant cannot find the template: confirm that the template exists in the same building and matches the selected application type.
  • The task does not create the expected tickets: check whether the correct form templates are bound in the flow.
  • Joining a building says no valid task template exists: create or fix the join-building task template.