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Assets Settings Page: Task Template Tab


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.


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. WIKI LINK HOW TO: CREATE A NEW TASK TEMPLATE


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

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


AssetTask TypeTemplate Context Menu Option Explanation Table

Option

Explanation

View

Selecting "View" from the asset type context menu opens the View Asset Type Modal which displays the title of the asset type and lists any fields associated with it.


WIKI LINK HOW TO: VIEW AN ASSET TYPE

FieldsMeters

Selecting "Fields" from the asset type context menu opens the asset type fields page where asset type fields can be added and managed.

WIKI LINK HOW TO: EDIT ASSET TYPE FIELDS

WIKI LINK HOW TO: ADD FIELDS TO AN ASSET TYPE

Edit

Selecting "Edit" from the asset type context menu opens the Edit Asset Type Modal where the title of the asset type can be altered.

WIKI LINK HOW TO: EDIT AN ASSET TYPE

Copy


Tasks


Delete

Selecting "Delete" from the asset type context menu opens the Delete Asset Type Confirmation Modal which states the number of assets impacted by the deletion.

WIKI LINK HOW TO: DELETE AN ASSET TYPE