OpsAnalitica University

Task Templates

In This Article we’ll discuss the creation of Task Templates

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Written by Support Manager

Updated over 2 years ago

To create a Task Template you first need to navigate to the Admin - Tasks Menu and select Templates.

Create a New Template

Entity	Explanation
Name	This is the name of the Template. Make sure you use a naming convention and that the names are descriptive so you can select the correct template on the Checklist.
Description	This is what you are asking the end user to do. Generic Vs. Specific Descriptions. Generic You will probably want to make some generic templates. Ex: Double check on this issue in 1 hour. Ex: Follow-up with the manager today. These can be used with different questions and will make it easier for yourself. Specific On some questions, you may want to create an individual Task Template because it is so specific. In those cases, you will create a specific description and template for an individual question.
Inheritable	This only applies in a multi-org structure. This means that the task will be available for your sub-orgs to use in the checklists they create. They will not be able to edit the template.
Tags	Tags are optional. Tags can be used to categorize different Task Templates.
Priority	You can select a priority for your task. Task priority is something that your organization will agree upon. The Priorities in the system don’t have any programmatic significance. None Lowest Low Normal High Highest
Assignee	You can select a User Filter, the same filter comparison that happens on notifications will happen here. This is the best selection if you want the task to only get created for Users that are in the Location’s User Filter. When you use a User Filter, the system does a comparison of people in the User Filter Selected and of the Users in the Locations User Filter. It only assigns the task to users that are in both filters. This is how you can ensure that you are only creating tasks for people that are associated to the location. You can select a User, if you do this, the selected User will always get these tasks no matter which location they are created at. You can select a person from outside of the company to receive this task. This person will get every task that is created similar to selecting an individual user.
Create a Location Task Worker User Filter	You need to create user filters to assign tasks to the correct people. You should create user filters for the location and above-store levels. You can create as many user filters as you need to get the tasks addressed properly. See the assignee logic above. You need to tag Users at the locations where you want to work location tasks, with the Location Task Worker Tag. This will ensure that when these location-based tasks are created they are only going to the location users and not all of the All Locations Users associated with the location.
Due In	This is when you want the task completed by. You can leave this blank if the task doesn’t have a due time. Days: Number of Days from 0 to 30. Hours: Number of Hours from 0 to 24. If you are just doing hours you can leave the Days blank.
Required Comment	By checking this box you are requiring the person working on the task to provide you with a text comment before they can complete the task.
Require Photo	By checking this box you are requiring the person working on the task to provide you with an attachment or photo before they can complete the task.

Here is a properly Configured Template