Create a task template for common task requests

If you have tasks that are often repeated across multiple jobs, you can create and reuse a task template in multiple request templates. You can also use it on a Work order request to pull common and repeatable information into a request.

Before you begin

Role required: wm_admin

Create a request template and an associated task template that contains the information you want to reuse.

Note:

Checklist templates are a way to populate a checklist of tasks to be completed. Checklist templates are created on a Work order request or on a Work order task. After being created, they can be saved as a template and be reused.

When you create subsequent request templates, you can select the task template from the Task Template field and save the file.

About this task

A work order outlines the entire request or process. A work order task are the detailed steps for the parent work order. Every work order needs at least one work order task to get assigned to a specific agent to finish that step. Every work order task must have a parent work order to track the request.

Sometimes work orders are opened with the same purpose, and these work orders should have similar flows and similar work order tasks. A work order template can be used to fill in some fields in the work order, and create work order tasks.

The difference between a work order template and task template is you can’t create a task template alone, it must be part of the work order template. Creating a task template is a step of creating a work order template since you can define tasks and task templates for a work order or work order template.

With request tasks, work order tasks are not required, though they can be used. Request task management gives you the ability to split a request into multiple tasks. This document, Create a task template for common request tasks, describes the ability to use the work order task templates to apply them to common or repeated requests that you might have.

Procedure

1. Navigate to All > Field Service > Catalog & Knowledges > Work Order Templates.
2. Select New and enter the following information.

   Table 1. Work Order Template form

   Field	Description
   Name	A descriptive name for the Work order Template.
   Short description	A short description of the template.
   Description	A detailed description of the template.
   Checklist template	A Checklist template saved from the Work Order Request Form.

3. Select Add Task.
4. Select Copy Task Template to use a previously created template, or enter the following information.

   Table 2. Work Order Task Template form

   Field	Description
   Task type	The type of task being requested.
   Name	Descriptive name of the task.
   Description	Detailed description of the task.
   Parts and quantities	What parts and how many are needed to complete the task.
   Dispatch group	The dispatch group to assign the task to.
   Depends on	Indicates if the task depends on another task. For example, if you have two tasks, you can make task 2 dependent on task 1 completing before task 2 can start.
   Checklist template	A Checklist template saved from the Work order Request Form.
   Work type	The type of work being performed during the task.

5. Select Submit.