Learn how to configure Work Templates in Matidor so every work ticket follows the same clear structure and workflow. In this quick tutorial, you will see how template settings control fields, approvals, reminders, and geo enabled work so your team can track tasks consistently across projects.
In this video, you will learn how to:
Open the Work Templates area and reuse the same field structure you set for Project Templates
Enable or disable system fields like description, assignee, status, dates, and hours to simplify work forms
Set email reminders based on start and due dates so nothing slips through the cracks
Require approvals before work can be closed and notify project managers automatically
Add predefined subtasks, including blockers, that appear on every new work item created from the template
Turn on Location to create Geo Work, store LSD locations, and apply dynamic styles driven by dropdown fields
Configuring Work Templates in Matidor helps your team standardize workflows, streamline project tracking, and keep map based work items accurate and easy to understand.