How to get here
In the left menu, click Tasks and find Task Template.
Open an existing template or create a new one to go to the builder.
You are now on the Task Template Builder screen.
Step-by-step guide
Screen layout
The screen is split into two areas. The left side (main area) is the visual task builder canvas where your task steps are shown in sequence. The right side (side panel) is a list of available task steps you can add to the canvas.
Search for a task step (optional)
In the side panel on the right you will see a search field at the top of the list. Start typing to filter the available task steps by name. The list updates instantly as you type. If nothing matches your search, you will see the message "No results found". Search: Not required — type a keyword to filter the list of available task steps.
Browse available task steps
Below the search field is a list of all task step types you can add. Each item shows an icon and a label describing the step type. Common step types include: Booking — a step linked to a booking or appointment. Custom — a free-form task you define yourself. Invoice — a step for generating or attaching an invoice.
Add a task step to the canvas
Click any task step in the side panel list to add it to the builder canvas on the left. The new step appears at the end of the current sequence. Special rule for invoice steps: if an invoice step already exists in your template, the new step is inserted just before the invoice step so the invoice always remains last. You can only have one invoice step per template — once added, the invoice option in the side panel becomes greyed out. Each step you add has default settings: Count time cap is on. Create shift is on. Custom steps show an Assignee field. Booking steps show a Time cap field.
Configure each task step
Once a step is on the canvas, you can use the task builder controls to configure it. You can toggle settings on or off for each step, reorder steps by dragging them up or down on the canvas, and remove steps you no longer need using the delete action. Count time cap: Default on — when enabled, time spent on this step counts towards the total time cap. Create shift: Default on — when enabled, completing this step automatically creates a shift record. Assignee: Shown on custom steps — lets you assign who is responsible for this task step. Time cap: Shown on booking steps — sets a maximum time limit for the booking step.
Review the template
Look at the canvas to see all your steps listed in order. Make sure the sequence makes sense — tasks will be performed from top to bottom. Confirm that the invoice step (if there is one) is last.
Save the template
Click the Save button when you are happy with the template. The system will validate that the template has at least one step, save the template configuration to the server and display a confirmation that your changes were saved. You will see a green "Saved!" message.
Do you need help?
Contact support and include information about:
What you were trying to do
When the problem occurred