Task Template

A Task Template defines the structure of tasks within a project. It acts as a reusable configuration for task creation and management.

Task Templates are used to predefine the set of tasks, fields, and structure available when a project is created.

A Task Template includes:

• Predefined tasks

• Task fields (default and custom fields)

• Task structure and hierarchy

• Field configuration for tasks

It helps in:

• Standardizing task structure across projects

• Reducing manual task creation

• Ensuring consistency in task fields and data

• Enabling quick project setup

When a Task Template is selected during project or project template creation:

• Tasks are automatically loaded into the Task tab

• Users can further add, edit, delete, or clone tasks

• Tasks can also be imported using CSV

What you see on the screen

• List of task templates with:

  • Number of tasks

  • Number of fields

  • Associated workflow

  • Actions (Edit, Clone, Delete)

Add Task Template

To create a task template, click the + Add option available at the top-right corner of the Project Settings page and select Add Task Template.

The Task Template creation is divided into two steps:

• Input Fields – Configure task-level fields

• Tasks – Define the task structure

Add Configuration Details

In this step, users define the fields available for tasks created with this template.

What you can configure

• Task template name

• Custom and predefined task fields

• Field labels and data types

Input Configuration | Basic Details

Field	Action	Description / Example
Task Template Name	Enter value	Defines the name of the task template. Example: Network Deployment Tasks
Add New Field	Click + Add New Field	Opens the field configuration panel to create a new task field
Field Type	Select from the dropdown	Defines the field's data type. Available options include: Email Phone Number Text Number Dropdown Text Area Checkbox Radio Date Date & Time
Label	Enter value	Defines the display name of the field. Example: Task Owner, Priority, Start Date

Add Field | Basic Details

• The input configuration dynamically changes based on the selected Field Type.

• Each field type has its own validation and input format:

  • Email → accepts a valid email format

  • Phone Number → numeric input with format validation

  • Text / Text Area → free text input

  • Number → numeric values only

  • Dropdown / Radio → predefined selectable options

  • Checkbox → multiple selection options

  • Date / Date & Time → calendar picker

• Multiple fields can be added to define the complete task structure.

• These fields will be available while creating or editing tasks in projects using this template.

After configuring the input fields, click Next to proceed to the Tasks section, where you can define the task structure by adding tasks, organizing them into a hierarchy, and finalizing how tasks will be arranged and used within the template.

Add Task

Tasks define the execution steps within a project template. They can be added either manually or in bulk using a CSV file.

Manually

Tasks can be created individually to define specific activities within the project workflow. Each task includes basic details such as title and description, along with options to manage task entries.

Add Task | Basic Details

Label	Action	Description / Example
Title	Enter value	Defines the name of the task. Example: Site Survey, Device Installation
Description	Enter details using the editor	Add task details using the rich text editor (which supports formatting, links, and images). Example: Check connectivity and document observations
Clone	Click the clone icon	Duplicates an existing task with the same details for reuse
Delete	Click the delete icon	Removes the task from the list

CSV Import

Tasks can also be added in bulk using a CSV file. This is useful when defining multiple tasks at once.

• Click on Import Tasks

• Download the sample CSV file using the “CSV file here” link

• Fill in the task details in the downloaded CSV file based on the defined input fields

• Upload the file using the drag-and-drop or browse option

• Click Next to proceed to validation

Upload Configuration | Basic Details

Field	Description
File Format	Only CSV files are supported
Max File Size	10 MB
Row Limit	Up to 5000 records per upload

Validation

• The system validates the uploaded data before import

• Displays the count of valid and invalid records

• Allows download of invalid records for correction

• Mandatory fields must not be empty

• Unique fields must not contain duplicate values

• Data should match the configured input field types and formats