How to get here
In the left menu, click Tasks and select Task Template.
Click Add template.
You are now on the Create task template screen.
Step-by-step guide
Build your task list
The screen is split into two areas. The left side (builder area) shows your tasks as you add them — each task is a "node", a building block of the template. The right side (task list panel) is a menu of available task types you can add. To add a task: browse the task types in the panel on the right and click a task type to add it to the builder area on the left. The new task appears in the builder where you can configure it. Repeat for as many tasks as you need.
Configure each task
Once a task is added to the builder, you can set it up. Each task node can contain the following options depending on its type: Task details: Required — fill in the details of what this task involves. The exact fields depend on the selected task type. Assignee: Not required — assign one or more people responsible for completing this task. Leave the field empty if it should be assigned later. Time cap: Not required — set a time limit for how long this task should take. This helps with planning and accountability. You can reorder tasks by dragging them in the builder area. You can remove a task using the delete action on each node. You must have at least one task in the builder before you can save.
Validate and save
Once you have added and configured your tasks, click the Save template button in the top right corner. The button is disabled (greyed out) until you add at least one task. When you click it, the system checks that every task node passes validation. If validation passes, a save dialog opens.
Fill in template details (Save dialog)
A dialog box appears asking you to name and describe your template. Fill in the following fields: Task template name: Required — a clear, descriptive name for this template (e.g. "New member onboarding"). Special characters are not allowed. 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 this task 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 task takes in the booking widget. On by default when visible.
Confirm and save
Click the Save button in the dialog. The system will check that the name is not empty and that the description is not longer than 500 characters, send the template data to the server and redirect you back to the task template list. You will see a success message confirming the template was created.
Clone an existing template
If you arrived at this screen with a ?clone parameter in the URL (by choosing to clone a template from the list), the system will automatically load the tasks from the original template into the builder. You can then add, remove or reorder tasks, change any task configuration and save it as a brand new template with a different name. The original template is not affected.
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