Template Task

Overview:
The "Template Task" doctype is used to create and manage tasks that are part of predefined templates. It allows users to link tasks from the "Service Task" doctype to templates for streamlined workflow and task assignment.

Fields:

1. Task Name

   • Label: Task Name
   • Fieldtype: Link
   • Description: The name of the task to be included in the template.
   • Options: Link to "Service Task" doctype

Usage:

1. Navigate to the Service Management module.
2. Select "Template Task" from the list of available doctypes.
3. Click on "New" to create a new template task.
4. Choose the task to include in the template from the available options in the "Task Name" field.
5. Save the record.

Notes:

• Use this doctype to create a list of tasks that can be added to predefined templates.
• Tasks added here can be linked to templates for efficient task management.
• Link tasks from the "Service Task" doctype to create a standardized set of tasks for templates.
• The "Template Task" records help in organizing and categorizing tasks within templates.
• Ensure to save the record after linking the desired task to the template.