A Task Template is used to define the information and settings to be used when creating tasks from templates (i.e. when completing questionnaires). Depending on the packages you have subscribed too, you may find some templates have already been setup for you. You can update task templates at any time, with your changes being applied to all tasks linked to the template (unless syncing has been disabled).
To manage your 'Task Templates', go to the Admin Area on your dashboard and select 'Task Templates' on the left hand side (#1 in the screenshot below).
The Task Template list appears to the right (#2 on the screenshot above) with the titles in alphabetical order (#3) . Each template shows at a glance information with its 'Priority' (Optional to Very High) as shown in #4 on the screenshot above, and the Topic to which it belongs (#5).
You can search for a specific Task Template by typing the name of the template in the 'Filter by title' box (#6 on the screenshot above) or, by simply typing a key word, eg fire, all Task Templates with fire in the title will appear in the list as shown in #7 in the screenshot below.
To clear your filter/search, click on 'Clear' (#8 on the screenshot above).
The 'Assignment' (#9) button allows you to filter all tasks by:
- Assignment - these are all primary tasks such as questionnaires, statutory maintenance;
- Task - these are sub tasks which come off primary tasks;
- Issue - to be launched in the future;
- Query - to be launched in the future.
The 'Active' button (#10), by default, shows the templates that are Active. If you click the button it will show you templates that have been disabled. This allows you to track them down and restore them.
To edit a Task Template, please see our guide 'Edit a Task Template'.
Create a New Task Template
You may want to create a Task Template, for example a survey, that is specific to your organisation. You can create your own Task Template which you can link to your survey (which you will have created in 'Questionnaires').
To create a new Task Template, go to the Admin Area and click on Task Templates. Now click on the green plus button and complete the form using the information in our 'Edit a Task Template' guide. Link to be created.
