What This Screen Does
This is where you create a reusable task template. Think of it like building a checklist blueprint — you define a series of steps (tasks) once, and then you can use that template over and over whenever you need to assign the same set of tasks. You can also clone an existing template and modify it to save time.
How to Get There
Open the dashboard.
In the left-hand menu, click Task template.
Click the + New button (or choose to clone an existing template from the list).
You are now on the Create Task Template screen.
Step-by-Step Guide
1. Build Your Task List
The screen is split into two areas:
Left side (Builder area): This is where your tasks appear as you add them. Each task is a “node” — a building block of the template.
Right side (Task list panel): This is a menu of available task types you can add.
To add a task:
Browse the task types on the right-hand panel.
Click on a task type to add it to the builder area on the left.
The new task appears in the builder. You can configure it there.
Repeat for as many tasks as you need.
2. Configure Each Task
Once a task is added to the builder, you can set it up. Each task node may include the following options depending on its type:
Field | Required | What to Enter |
Task details | Yes | Fill in the specifics of what this task involves. The exact fields depend on the task type you selected. |
Responsible | No | Assign one or more people who are responsible for completing this task. Leave empty if it should be assigned later. |
Time Cap | No | Set a time limit for how long this task should take. This helps with scheduling 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.
3. 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 (all required fields are filled in correctly).
If validation passes, a save dialog will open.
4. Fill In Template Details (Save Dialog)
A dialog box appears asking you to name and describe your template:
Field | Required | What to Enter |
Task template name | Yes | A clear, descriptive name for this template (e.g. “New Member Onboarding”). Special characters are not allowed. |
Short description | No | A brief summary of what this template is for. Must be 500 characters or fewer. |
Visible through booking widget | No | Turn this on if you want this task 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. Turn this on to display how long each task takes in the booking widget. On by default when visible. |
5. Confirm and Save
Click the Save button in the dialog.
The system will:
Check that the name is not empty.
Check that the description is not longer than 500 characters.
Send the template data to the server.
Redirect you back to the task template list.
You will see a success notification confirming the template was created.
Cloning an Existing Template
If you arrived on 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 rearrange tasks.
Change any task configuration.
Save it as a brand-new template with a different name.
The original template is not affected.
What Happens Behind the Scenes
You click "Save template"
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Each task node is validated (required fields, data integrity)
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Validation fails? → Error highlights appear on the problem tasks. Dialog does not open.
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Validation passes? → Save dialog opens
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You fill in the template name and options, then click "Save"
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Name and description are checked (name required, description ≤ 500 chars)
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API call: TaskTemplatesService.createTemplate({ body: dto })
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Server creates the template and returns a success response
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You are redirected to the task template list (/task-template)
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Success notification appears
Troubleshooting
“The Save template button is greyed out and I cannot click it”
You need to add at least one task to the builder before you can save.
Browse the task types on the right-hand panel and click one to add it.
“I clicked Save template but the dialog did not open”
This means one or more of your tasks failed validation.
Check each task node in the builder for error indicators (red highlights or messages).
Make sure all required fields within each task are filled in correctly.
Fix the errors and try clicking Save template again.
“I get an error saying ‘Name is not set’”
The Task template name field in the save dialog is empty.
Type a name for your template. It cannot be blank.
Special characters are automatically removed — use only letters, numbers, and spaces.
“I get an error saying ‘Description is too long’”
The Short description field has a limit of 500 characters.
Shorten your description and try saving again.
“I do not see the ‘Show time duration’ toggle”
This toggle only appears when the Visible through booking widget switch is turned on.
Turn on the booking widget visibility first, and then the time duration toggle will appear.
“My cloned template did not load any tasks”
Make sure you navigated to this screen using the clone action from the task template list.
The URL should contain a
?cloneparameter.If the original template had no tasks, the builder will be empty.
Try refreshing the page. If the problem persists, go back to the template list and try cloning again.
“I got an error after clicking Save in the dialog”
A red error message will appear. Read it carefully — it usually explains what went wrong.
Common causes: network timeout, server error, or a duplicate template name.
Try again after a moment. If the error persists, contact your administrator with the error message.
“I accidentally removed a task and want it back”
There is no undo button. You will need to add the task again from the right-hand panel and reconfigure it.
If you were cloning a template, you can reload the page to start fresh from the original template.
“The page is blank or tasks are not loading”
Check your internet connection and try refreshing the page.
If you are cloning, make sure the source template still exists and has not been deleted.
Clear your browser cache and try again. If the problem continues, contact support.