# Assets Settings Page: Task Template Tab

<span style="color: black;">A Task Template is a user generated tool used to aid bulk task schedule creation. Task templates are created from the task schedule of a pre-existing asset.</span>

<span style="color: black; white-space: pre-wrap;">The Task Template Tab on the Settings Page shows all existing templates in tabular format. A user can search for different task templates through the filter. New task templates are created through the Add Task Template button on this tab. </span>

<details id="bkmrk-how-to%3A-create-a-new"><summary>How To: Create a New Task Schedule Template</summary>

<span style="color: black;">{{@471}}</span>

</details>[![image.png](https://kaswiki.kastrack.com/uploads/images/gallery/2026-01/scaled-1680-/0bXimage.png)](https://kaswiki.kastrack.com/uploads/images/gallery/2026-01/0bXimage.png)

Existing task templates are shown by title in the Task Template Table on this tab.

[![image.png](https://kaswiki.kastrack.com/uploads/images/gallery/2026-01/scaled-1680-/u3rimage.png)](https://kaswiki.kastrack.com/uploads/images/gallery/2026-01/u3rimage.png)

Selecting the three-got icon to the right of the Task Template title will open the Task Template Context Menu which displays options

<table id="bkmrk-task-template-contex" style="box-sizing: border-box; outline-color: rgb(32, 110, 167); outline-width: 1px; margin: 0.3em 0px 1.375em; padding: 0px; border: 0px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-variant-numeric: inherit; font-variant-east-asian: inherit; font-variant-alternates: inherit; font-variant-position: inherit; font-variant-emoji: inherit; font-weight: 400; font-stretch: inherit; font-size: 14px; line-height: inherit; font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Oxygen, Ubuntu, Roboto, Cantarell, "Fira Sans", "Droid Sans", "Helvetica Neue", sans-serif; font-optical-sizing: inherit; font-size-adjust: inherit; font-kerning: inherit; font-feature-settings: inherit; font-variation-settings: inherit; font-language-override: inherit; vertical-align: baseline; border-collapse: collapse; border-spacing: 0px; min-width: 100px; max-width: 100%; hyphens: auto; table-layout: fixed; color: rgb(68, 68, 68); letter-spacing: normal; text-align: start; text-transform: none; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><colgroup><col style="width: 141px;"></col><col style="width: 652px;"></col></colgroup><tbody><tr style="box-sizing: border-box; outline-color: rgb(32, 110, 167); outline-width: 1px; margin: 0px; padding: 0px; border: 0px; font: inherit; vertical-align: baseline;"><td colspan="2" style="box-sizing: border-box; outline-color: rgb(32, 110, 167); outline-width: 1px; margin: 0px; padding: 6px 8px; border: 1px solid rgb(221, 221, 221); font-style: inherit; font-variant: inherit; font-weight: inherit; font-stretch: inherit; font-size: inherit; line-height: 1.2; font-family: inherit; font-optical-sizing: inherit; font-size-adjust: inherit; font-kerning: inherit; font-feature-settings: inherit; font-variation-settings: inherit; font-language-override: inherit; vertical-align: top; min-width: 10px; overflow: auto; word-break: break-word;">**Task Template Context Menu Option Explanation Table**

</td></tr><tr style="box-sizing: border-box; outline-color: rgb(32, 110, 167); outline-width: 1px; margin: 0px; padding: 0px; border: 0px; font: inherit; vertical-align: baseline;"><td style="box-sizing: border-box; outline-color: rgb(32, 110, 167); outline-width: 1px; margin: 0px; padding: 6px 8px; border: 1px solid rgb(221, 221, 221); font-style: inherit; font-variant: inherit; font-weight: inherit; font-stretch: inherit; font-size: inherit; line-height: 1.2; font-family: inherit; font-optical-sizing: inherit; font-size-adjust: inherit; font-kerning: inherit; font-feature-settings: inherit; font-variation-settings: inherit; font-language-override: inherit; vertical-align: top; min-width: 10px; overflow: auto; word-break: break-word;">**Option**

</td><td style="box-sizing: border-box; outline-color: rgb(32, 110, 167); outline-width: 1px; margin: 0px; padding: 6px 8px; border: 1px solid rgb(221, 221, 221); font-style: inherit; font-variant: inherit; font-weight: inherit; font-stretch: inherit; font-size: inherit; line-height: 1.2; font-family: inherit; font-optical-sizing: inherit; font-size-adjust: inherit; font-kerning: inherit; font-feature-settings: inherit; font-variation-settings: inherit; font-language-override: inherit; vertical-align: top; min-width: 10px; overflow: auto; word-break: break-word;">**Explanation**

</td></tr><tr style="box-sizing: border-box; outline-color: rgb(32, 110, 167); outline-width: 1px; margin: 0px; padding: 0px; border: 0px; font: inherit; vertical-align: baseline;"><td style="box-sizing: border-box; outline-color: rgb(32, 110, 167); outline-width: 1px; margin: 0px; padding: 6px 8px; border: 1px solid rgb(221, 221, 221); font-style: inherit; font-variant: inherit; font-weight: inherit; font-stretch: inherit; font-size: inherit; line-height: 1.2; font-family: inherit; font-optical-sizing: inherit; font-size-adjust: inherit; font-kerning: inherit; font-feature-settings: inherit; font-variation-settings: inherit; font-language-override: inherit; vertical-align: top; min-width: 10px; overflow: auto; word-break: break-word;"><span style="white-space: pre-wrap;">View </span>

</td><td style="box-sizing: border-box; outline-color: rgb(32, 110, 167); outline-width: 1px; margin: 0px; padding: 6px 8px; border: 1px solid rgb(221, 221, 221); font-style: inherit; font-variant: inherit; font-weight: inherit; font-stretch: inherit; font-size: inherit; line-height: 1.2; font-family: inherit; font-optical-sizing: inherit; font-size-adjust: inherit; font-kerning: inherit; font-feature-settings: inherit; font-variation-settings: inherit; font-language-override: inherit; vertical-align: top; min-width: 10px; overflow: auto; word-break: break-word;"><span style="white-space: pre-wrap;"></span>

Select “View” from the context menu to open the View Modal that shows the title of the Task Template.

<span style="color: black; white-space: pre-wrap;"> </span>

</td></tr><tr style="box-sizing: border-box; outline-color: rgb(32, 110, 167); outline-width: 1px; margin: 0px; padding: 0px; border: 0px; font: inherit; vertical-align: baseline;"><td style="box-sizing: border-box; outline-color: rgb(32, 110, 167); outline-width: 1px; margin: 0px; padding: 6px 8px; border: 1px solid rgb(221, 221, 221); font-style: inherit; font-variant: inherit; font-weight: inherit; font-stretch: inherit; font-size: inherit; line-height: 1.2; font-family: inherit; font-optical-sizing: inherit; font-size-adjust: inherit; font-kerning: inherit; font-feature-settings: inherit; font-variation-settings: inherit; font-language-override: inherit; vertical-align: top; min-width: 10px; overflow: auto; word-break: break-word;">Meters

</td><td style="box-sizing: border-box; outline-color: rgb(32, 110, 167); outline-width: 1px; margin: 0px; padding: 6px 8px; border: 1px solid rgb(221, 221, 221); font-style: inherit; font-variant: inherit; font-weight: inherit; font-stretch: inherit; font-size: inherit; line-height: 1.2; font-family: inherit; font-optical-sizing: inherit; font-size-adjust: inherit; font-kerning: inherit; font-feature-settings: inherit; font-variation-settings: inherit; font-language-override: inherit; vertical-align: top; min-width: 10px; overflow: auto; word-break: break-word;">Select “Meters” from the context menu to open the Meters for (Name of Task Template) modal. The modal provides a list of all meters associated with the Task Template and includes an “Add Meter” button that allows the user to add additional meters to the Task Template.

<details><summary>How To: Add Meters to a Task Template</summary>

<span style="color: black;">{{@746}}</span>

</details></td></tr><tr style="height: 10px; box-sizing: border-box; outline-color: rgb(32, 110, 167); outline-width: 1px; margin: 0px; padding: 0px; border: 0px; font: inherit; vertical-align: baseline;"><td style="box-sizing: border-box; outline-color: rgb(32, 110, 167); outline-width: 1px; margin: 0px; padding: 6px 8px; border: 1px solid rgb(221, 221, 221); font-style: inherit; font-variant: inherit; font-weight: inherit; font-stretch: inherit; font-size: inherit; line-height: 1.2; font-family: inherit; font-optical-sizing: inherit; font-size-adjust: inherit; font-kerning: inherit; font-feature-settings: inherit; font-variation-settings: inherit; font-language-override: inherit; vertical-align: top; min-width: 10px; overflow: auto; word-break: break-word;">Edit

</td><td style="box-sizing: border-box; outline-color: rgb(32, 110, 167); outline-width: 1px; margin: 0px; padding: 6px 8px; border: 1px solid rgb(221, 221, 221); font-style: inherit; font-variant: inherit; font-weight: inherit; font-stretch: inherit; font-size: inherit; line-height: 1.2; font-family: inherit; font-optical-sizing: inherit; font-size-adjust: inherit; font-kerning: inherit; font-feature-settings: inherit; font-variation-settings: inherit; font-language-override: inherit; vertical-align: top; min-width: 10px; overflow: auto; word-break: break-word;"><span style="color: black;">Select “Edit” from the to open the Edit Task Template modal, which allows the user to change the task template name.</span>

<details><summary>How To: Change a Task Template Name</summary>

<span style="color: black;">{{@747}}</span>

</details></td></tr><tr><td>Copy

</td><td><span style="color: black;">Select “Copy” from the context menu to open the Copy (Name of Task Template) Modal in order to make a copy of the task template from a pre-existing task template.</span>

<details><summary>How To: Copy and Rename a Task Template</summary>

<span style="color: black;">{{@748}}</span>

</details></td></tr><tr><td>Tasks

</td><td><span style="color: black;">Select “Tasks” from the context menu to open the Task Schedule for the Task Template Page. Additional tasks and permissive groups can be added to the task template here.</span>

<details><summary>How To: Add Tasks to a Task Template</summary>

<span style="color: black;">{{@750}}</span>

</details><span style="color: black; white-space: pre-wrap;"> </span>

</td></tr><tr style="box-sizing: border-box; outline-color: rgb(32, 110, 167); outline-width: 1px; margin: 0px; padding: 0px; border: 0px; font: inherit; vertical-align: baseline;"><td style="box-sizing: border-box; outline-color: rgb(32, 110, 167); outline-width: 1px; margin: 0px; padding: 6px 8px; border: 1px solid rgb(221, 221, 221); font-style: inherit; font-variant: inherit; font-weight: inherit; font-stretch: inherit; font-size: inherit; line-height: 1.2; font-family: inherit; font-optical-sizing: inherit; font-size-adjust: inherit; font-kerning: inherit; font-feature-settings: inherit; font-variation-settings: inherit; font-language-override: inherit; vertical-align: top; min-width: 10px; overflow: auto; word-break: break-word;">Delete

</td><td style="box-sizing: border-box; outline-color: rgb(32, 110, 167); outline-width: 1px; margin: 0px; padding: 6px 8px; border: 1px solid rgb(221, 221, 221); font-style: inherit; font-variant: inherit; font-weight: inherit; font-stretch: inherit; font-size: inherit; line-height: 1.2; font-family: inherit; font-optical-sizing: inherit; font-size-adjust: inherit; font-kerning: inherit; font-feature-settings: inherit; font-variation-settings: inherit; font-language-override: inherit; vertical-align: top; min-width: 10px; overflow: auto; word-break: break-word;">Select “Delete” from the context menu to open the Task Template Deletion Confirmation modal. Select “Confirm” to delete the task template.

<details><summary>How To: Delete a Task Template</summary>

<span style="color: black;">{{@749}}</span>

</details></td></tr></tbody></table>

#### The Task Schedule for a Task Template Page

The Task Schedule for a Task Template Page is where the task template's tasks and permissive groups can be customized.

[![image.png](https://kaswiki.kastrack.com/uploads/images/gallery/2026-01/scaled-1680-/4Wuimage.png)](https://kaswiki.kastrack.com/uploads/images/gallery/2026-01/4Wuimage.png)