Task Templates

Templates store the default values for tasks you repeat regularly — smoke detector maintenance, operating cost statements, or document requests, for example. When creating a task, pick the template and the form fills itself automatically.

Common Tasks

• Create a new template
• Edit a template
• Deactivate or delete a template
• Apply a template when creating a task
• Link a template to a schedule

How to

Create a new template

1. Open the Task templates page (/tasks/templates within the Tasks section).
2. Click Create template at the top right.
3. Enter a Template name — internal name for your team, e.g. "Annual smoke detector service".
4. Optionally add a Description, e.g. "For all rental units subject to the smoke detector requirement."
5. Under Default values, set the title, type, priority, and assignment.
6. Optionally enter Due in (days) — e.g. 14 means the task is due 14 days after it is created.
7. Click Create.

Example: Daniela creates the template "Deposit return" — Type: Deposit return, Priority: Normal, Due in: 30 days, Assignment: Entire team. Whenever a tenant moves out, her team applies the template and skips filling in every field.

Edit a template

1. In the template list, open the three-dot menu (···) for the template.
2. Select Edit — all fields are editable in the dialog.
3. Click Save. Tasks already created from this template are not changed retroactively.

Deactivate or delete a template

Deactivate (recommended):

1. Select Deactivate from the three-dot menu.
2. The template disappears from the task creation form but remains available for schedules.
3. Use Show inactive to see it again and reactivate it at any time.

Delete:

1. Select Delete from the three-dot menu and confirm.
2. The template is permanently removed. Tasks already created from it remain in place.

Apply a template

1. On the Create task page, all active templates appear as buttons above the form.
2. Click the desired template — title, type, priority, assignment, and due date are filled in automatically.
3. Adjust values as needed.
4. Create the task — the template records one more use.

Views and Fields

Template list

Each card shows:

• Template name (with an Inactive badge when deactivated)
• Description (internal)
• Badges for type and priority
• Show defaults — expandable: title, description, Due in (days), link type
• Usage count (e.g. "Used 12 times")

Create and edit form

• Template name — required, max. 255 characters
• Description — optional, visible internally
• Task title — default title of the created task, required
• Task description — optional default description
• Type — default task type
• Priority — Low / Normal / High / Urgent
• Assignment — Entire team or specific person
• Due in (days) — 1–365 days; the due date is calculated automatically on use
• Link type — optional suggestion for which entity type to link (rental case, property, applicant, contact, rental unit)
• Active — toggle template on/off

Audit and History

Creating, editing, deactivating, and deleting templates is recorded with a timestamp and the actor in the server logs. The usage counter (usage_count) is incremented each time a task is created from this template.

All templates at a glance

The Task templates page shows every template as a card. Use Show inactive to display deactivated templates and reactivate them.

Related Pages

• Tasks overview
• Create a task
• Recurring tasks
• Rental units
• Properties