How to get here
In the left menu, click Tasks and find Task Template.
Find the template you want to edit in the list and click it.
You are now on the Edit task template screen.
Step-by-step guide
Review the task builder
The main area of the screen is split into two columns. The left column (large) is the Task Builder canvas — it shows the steps (nodes) that make up your template in sequence. The right column (small) 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.
Add a new step
In the Task List panel on the right you can browse the available task types. Click a task type to add it as a new step in the builder. The new step appears at the bottom of the builder canvas.
Edit an existing step
Click any step on the builder canvas to expand it. Each step has its own set of fields depending on its type (for example a text description, an assignee, 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.
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.
Clone the template (optional)
Click the Clone workflow button in the top right corner. The system copies all 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.
Delete the template (optional)
Click the Delete workflow button in the top right corner. A confirmation dialog appears with the warning: "When you delete the task template, all ongoing 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.
Save the template
Click the Save template button in the top right corner. The system validates every step in the builder — if a step has errors, the dialog will not open. Fix the errors and try again. If validation passes, a Save dialog appears with the following fields: Task template name: Required — a name for the template. Special characters are not allowed and are removed automatically. Short description: Not required — a brief summary of what this template is used for. Must be 500 characters or fewer. Visible via booking widget: Not required — turn this on if you want the template to be visible to customers via the booking widget. Off by default. Show time duration in booking widget: Not required — only shown when "Visible via booking widget" is on. Turn this on to show how long each step takes in the booking widget. On by default when visible. Click Save to save your changes, or Cancel to close the dialog without saving. After a successful save you are redirected to the task template list.
Do you need help?
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