How to get here
In the left menu, click Tasks and select Task Template.
You are now on the Task Template List screen.
Step-by-step guide
View your task templates
When the page loads, it automatically fetches all task templates for your currently selected centre/location. Templates are shown in a collapsible grid view, grouped into two categories: Public — visible to everyone in the organisation, and Private — only visible to you or restricted users. Each template card shows the template name and its visibility type.
Create a new task template
Click the + Add task template button in the top right corner of the screen. You are taken to the task template creation screen where you can set up a brand new template.
Edit an existing task template
Find the template you want to change in the grid. Click the template card or click the Edit action on the card. You are taken to the edit screen for that template.
Change a template's visibility (Public / Private)
Each template card has an action to toggle visibility. If the template is currently Public, you will see a Make private option with a visibility-off icon — click it to hide the template from other users. If the template is currently Private, you will see a Make public option with a visibility icon — click it to share the template with everyone. The change takes effect immediately.
Delete a task template
Find the template you want to remove and click the Delete action on the template card. A confirmation dialog appears with the warning: "When you delete the task template, all ongoing tasks generated from the template will also be stopped. Do you want to continue?" Click Cancel to go back without deleting anything, or click Delete to confirm. The template and all its active tasks are removed.
Switch the selected centre/location
The list of templates updates automatically when you switch centre using the global centre selector in the dashboard header. You do not need to reload the page — the templates for the newly selected centre load on their own.
Navigate with breadcrumbs
At the top of the screen you will see breadcrumb links: Dashboard → Task Template → List. Click Dashboard to go back to the main dashboard. Click Task Template to go to the task template root page.
Pagination
The list shows 10 items per page by default. Use the pagination controls at the bottom of the grid to switch between pages if you have more than 10 templates.
Do you need help?
Contact support and include information about:
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