What This Screen Does
This is where you build task templates by combining different task steps into a workflow. Think of it like snapping together building blocks — each block is a task step (such as a booking, a custom task, or an invoice), and you arrange them in the order you want them to happen. Once your template is ready, you can reuse it whenever you need to kick off that same sequence of tasks.
How to Get There
Open the dashboard.
In the left-hand menu, click Task Templates.
Open an existing template or create a new one to enter the builder.
You are now on the Task Template Builder screen.
Step-by-Step Guide
The screen is split into two areas:
Left side (main area): The visual task builder canvas where your task steps appear in order.
Right side (sidebar): A list of available task steps you can add to the canvas.
1. Search for a Task Step (optional)
In the right-hand sidebar, 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 a “No results found” message.
Field | Required | What to Enter |
Search | No | Type a keyword to filter the list of available task steps. |
2. 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 tied to a booking or appointment.
Custom — a free-form task you define yourself.
Invoice — a step for generating or attaching an invoice.
3. Add a Task Step to the Canvas
Click on any task step in the sidebar 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 stays last). You can only have one Invoice step per template — once added, the Invoice option in the sidebar becomes greyed out.
Each step you add comes with default settings:
Count Time Cap is turned on.
Create Shift is turned on.
Custom steps show a Responsible field.
Booking steps show a Time Cap field.
4. Configure Each Task Step
Once a step is on the canvas, use the task builder controls to configure it.
You can:
Toggle settings on or off for each step (such as time cap tracking or shift creation).
Reorder steps by dragging them up or down on the canvas.
Remove steps you no longer need using the delete action.
Setting | Default | What It Does |
Count Time Cap | On | When enabled, time spent on this step counts toward the overall time cap. |
Create Shift | On | When enabled, completing this step automatically creates a shift record. |
Responsible | 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. |
5. Review the Template
Look at the canvas to see all your steps laid out in order.
Make sure the sequence makes sense — tasks will be carried out from top to bottom.
Verify that the Invoice step (if any) is at the end.
6. 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.
Show a confirmation that your changes were saved.
You will see a green “Save success!” notification.
What Happens Behind the Scenes
You add task steps on the canvas and click "Save"
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Template validates that steps are present and properly configured
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Node list is compiled into a template payload
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API call: TaskTemplateService.save({ body: templateData })
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Server stores the template and returns confirmation
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Success notification appears
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Template is now available for use when creating new tasks
Troubleshooting
“I cannot add an Invoice step — it is greyed out”
You can only have one Invoice step per template.
If the Invoice option is greyed out, it means one is already on the canvas.
Scroll through your steps on the canvas to find it. If you need to replace it, remove the existing one first, then add a new one.
“I added a step but it did not appear at the end”
If your template already has an Invoice step, new steps are automatically inserted before the Invoice.
This is by design — the Invoice step is always the last step in a template.
Your new step is there; just look above the Invoice step on the canvas.
“My search returns no results”
Double-check your spelling in the search field.
Clear the search field to see all available step types again.
The search matches against step names only. Try a broader keyword.
“I cannot find the Save button or my changes are not saving”
Make sure you have at least one task step on the canvas — an empty template cannot be saved.
Check your internet connection. If you are offline, changes cannot be sent to the server.
Try refreshing the page and rebuilding the template. If the problem continues, contact your administrator.
“The page looks cramped or the sidebar is missing”
On smaller screens (mobile or narrow browser windows), the sidebar may appear below the canvas instead of beside it.
Try making your browser window wider, or scroll down to find the task step list.
The builder works best on a tablet-sized screen or larger.
“I removed a step by accident”
There is no undo button. You will need to add the step again from the sidebar and reconfigure it.
To avoid accidents, double-check before removing any step.
“Steps are not in the order I want”
Use the drag-and-drop or reorder controls on the canvas to rearrange steps.
Remember that Invoice steps will always snap to the last position regardless of where you try to place them.
“I do not see any task step types in the sidebar”
The list of step types is built into the application. If the sidebar is empty, try refreshing the page.
If the problem persists, there may be a loading issue. Clear your browser cache and try again, or contact support.