Configuring standalone task templates

Template management enables you to create standalone work order task templates and link them to different work order templates. This enables the work order templates to identify an appropriate task and create it for different work orders based on the defined filtering conditions.

You first create standalone work order task templates and then map them to the work order templates.

Configuration overview

The steps for setting up standalone task template configurations are:

1. Create a work order task template

   Create a standalone work order task template, which can be used by different work order templates to create the same task for their work orders.

2. Enable a work order template to create relevant tasks for a work order

   Add the standalone task template to a work order template along with filtering conditions.