Task Template Setup

What It Does

The Task Template Setup feature in SignTracker allows users to create and manage templates for recurring tasks. These templates standardize workflows, ensuring consistency and efficiency across all jobs.

Video: Task Template Setup

Why It’s Important

• Consistency: Provides a standardized process for repetitive tasks, improving accuracy and reducing errors.
• Time Savings: Eliminates the need to manually create tasks for similar jobs.
• Team Collaboration: Pre-assigns tasks to team members, streamlining job management.

How It Helps

• Streamlines Workflow: Automates task creation, ensuring all necessary steps are included for every job type.
• Improves Communication: Assigns tasks with due dates and notes to keep team members aligned.
• Enhances Flexibility: Allows on-the-fly adjustments to task templates within individual jobs without affecting the original template.

Step-by-Step Instructions It

Login and Navigate to Settings

1. Open the SignTracker application and log in with your credentials.
2. Go to the Setup tab.
3. Click on Settings.

Access Task Templates

1. In the Settings menu, locate and select the Task Templates section. 
2. You also have the option of setting up a task template in a new job.
3. Review existing templates or start creating a new one.

Creating a Task Template

1. Click New Task Template.
2. Enter a Template Name (e.g., "Panel Sign Tasks").
3. Add tasks one at a time:
   • Specify the task name (e.g., "Meet with Customer").
   • Assign it to a team member (optional). 
   • You can also pre-assign tasks and save as a new template.
   • Add a description to provide details or context (optional).
4. Save the template.
5. Add additional tasks as needed, rearranging them by dragging and dropping if required.

Editing an Existing Template

1. Open a task template from the list.
2. Modify tasks, descriptions, or assignees.
3. Drag and drop tasks to reorder them.
4. Save changes to update the template.

Using Task Templates in Jobs

Applying a Template

1. Open an existing job in the Jobs tab.
2. Navigate to the Tasks section.
3. Select a template from the list to apply it to the job.
4. Assign team members and set due dates for each task.
5. Add notes if necessary (e.g., "Waiting for customer logo").

Adding or Deleting Tasks

1. Add additional tasks directly to the job if required (e.g., "Order Materials").
2. Delete tasks that are no longer relevant without affecting the original template.

Saving Updated Templates

1. If you make changes to a task list within a job, save it as a new or updated template:
   • Click Save Task Template within the job.
   • Choose to update an existing template or create a new one.

Pro Tips

• Use templates for both simple projects (e.g., banners) and complex ones (e.g., electric signs with 25+ tasks).
• Assign default team members to streamline task delegation for recurring roles.