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How to Add Task Templates

Updated over a week ago

Task templates help streamline project workflows by predefining repeatable actions tied to specific stages in a solar installation. Once created, these templates ensure that the right tasks are automatically assigned to the right team members at the right time. Follow the steps below to add a task template that fits your process.


Step 1: Go to “Manage Database” and click “Database”.

Step 2: Navigate to the “Installation” section and select “Solar System -> Task Templates”.

Step 3: Click the “+ Add” button to add a new task template.

Step 4: Add the “Subject” and select “Assign To”.

Note: The fields that appear after selecting the “Assign To” option will change based on your selection. Please proceed accordingly.

Step 5: Select the “Stage”.

Step 6: Select the “Duration Type” and “Duration Value”, then set the “Priority”.

Step 7: Click “+ Add” once the required fields are selected.

Step 8: Your task template is created now.

Note: Tasks enlisted in each stage will only be visible when the corresponding stage is triggered during a project.

For Example: If you create a task called “File Upload” under the Site Survey stage, it will only appear when the project reaches the Site Survey phase. Similarly, a task like “Review Designs” assigned under the Design stage won’t be visible until the project enters that stage.

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