How to create Task template

Created by Emily A, Modified on Thu, 17 Apr at 9:20 PM by Emily A

Creating a Task Template in IntoAEC

Task templates help in standardizing and streamlining recurring tasks, making project management more efficient. By creating a task template, users can define a structure that can be reused whenever required. Follow the steps below to create a task template in the IntoAEC application.

Steps to Create a Task Template:

Navigate to the Task Templates section in the application.
Click on the "Create Template" button to initiate the process.

A popup labeled "New Task Template" will be displayed on the screen.
This window allows users to enter details for the new template.
In the input field, type the desired Task Template Name to identify the template.
Choose a name that reflects the purpose of the task template for easy recognition.
After entering the template name, click the "Create" button.
Once created, the task template will appear in the Task Templates section.
From here, users can view, rename, or delete the template as needed.

By following these steps, users can efficiently create and manage task templates, ensuring a more organized and systematic workflow.