What This Screen Does
This is where you modify an existing task template. Think of a task template as a reusable checklist — it defines a series of steps that need to be completed for a particular workflow. On this screen you can rearrange steps, change their details, clone the template to make a copy, or delete it entirely. When you are done, you save your changes and the updated template is ready to be used again.
How to Get There
Open the dashboard.
In the left-hand menu, click Task template.
Find the template you want to edit in the list and click on it.
You are now on the Edit Task Template screen.
Step-by-Step Guide
1. Review the Task Builder
The main area of the screen is split into two columns.
Left column (large): This is the Task Builder canvas. It shows the steps (nodes) that make up your template, in order.
Right column (small): This is the Task List panel. It contains the available task types you can add to the template.
When the page loads, the system fetches the existing template data and populates the builder with all previously saved steps.
2. Add a New Step
In the right-hand Task List panel, browse the available task types.
Click on a task type to add it as a new step in the builder.
The new step appears at the bottom of the builder canvas.
3. Edit an Existing Step
Click on any step in the builder canvas to expand it.
Each step has its own set of fields depending on its type (for example, a text description, a responsible person, or a time cap).
Fill in or change the fields as needed.
The step validates its own fields — if something is wrong, you will see an error indicator on that step.
4. Reorder or Remove Steps
Use the drag-and-drop controls on each step to reorder them.
Use the remove/delete action on a step to take it out of the template.
The template must have at least one step before you can save.
5. Clone the Template (optional)
Click the Clone workflow button in the top-right corner.
The system copies all the current template data and redirects you to a new “clone” screen where you can save it as a separate template.
The original template is not affected.
6. Delete the Template (optional)
Click the Delete workflow button in the top-right corner.
A confirmation dialog appears with a warning:
“When deleting the task template, then all currently running tasks generated from the template will also be stopped.”
Click Cancel to go back, or click Delete to permanently remove the template.
If you confirm, you are redirected to the task template list.
7. Save the Template
Click the Save template button in the top-right corner.
The system validates every step in the builder. If any step has errors, the dialog will not open — fix the errors first.
If validation passes, a Save dialog appears with the following fields:
Field | Required | What to Enter |
Task template name | Yes | A name for the template. Special characters are not allowed — they will be stripped automatically. |
Short description | No | A brief summary of what this template is for. Must be 500 characters or fewer. |
Visible through booking widget | No | Toggle this on if you want the template to be visible to customers through the booking widget. Off by default. |
Show time duration in booking widget | No | Only appears when “Visible through booking widget” is turned on. Toggle this on to display how long each step takes in the booking widget. On by default when visible. |
Click Save to save your changes.
Click Cancel to close the dialog without saving.
After a successful save you are redirected to the task template list.
What Happens Behind the Scenes
You click "Save template"
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Each step in the builder is validated (fields, required data)
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If any step fails validation → dialog does not open, fix errors
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Save dialog opens — you fill in name, description, toggles
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You click "Save"
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Client-side check: name must not be empty, description ≤ 500 chars
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API call: TaskTemplatesService.updateTemplate({ id, body: { id, name, description, isPublic, showTimeDuration, data } })
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Template is updated on the server
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You are redirected to /task-template (the template list)
Troubleshooting
“The Save template button is greyed out”
The button is disabled when there are no steps in the builder.
Add at least one step from the task list panel on the right before trying to save.
“I clicked Save template but nothing happened”
The system runs validation on every step before opening the save dialog.
If a step has missing or invalid data, the dialog will not appear.
Review each step in the builder and look for error indicators. Fix them and try again.
“I get a ‘Name is not set’ error in the save dialog”
The Task template name field cannot be empty.
Type a name for your template and click Save again.
Remember that special characters are automatically removed, so if you entered only special characters the field will be blank.
“I get a ‘Description is too long’ error”
The Short description field has a maximum of 500 characters.
Shorten your description and try saving again.
“I cloned the template but my changes to the original were not saved”
Cloning copies the template data as it currently exists on screen and takes you to a new page.
Any unsaved changes to the original template are carried into the clone, but they are not saved back to the original.
If you want to keep changes on the original, save the original first, then clone.
“I deleted the template by accident”
Deletion is permanent. Once confirmed, the template and all running tasks generated from it are stopped and removed.
There is no undo. You will need to recreate the template from scratch or ask your administrator if a backup exists.
“The template data did not load — the builder is empty”
Make sure you are accessing a valid template ID in the URL.
Try refreshing the page. The system fetches the template from the server when the page loads.
If the problem persists, the template may have been deleted by another user. Go back to the task template list and check.
“I do not see the ‘Show time duration’ toggle”
This toggle only appears when Visible through booking widget is turned on.
Enable the booking widget visibility toggle first, and the time duration option will appear next to it.
“I saved but got a red error message”
Read the error message carefully — it usually explains what went wrong.
Common causes: network timeout, the template was deleted by someone else while you were editing, or a server error.
Try again. If the error persists, contact your administrator with the error message.