Task templates

Task templates help standardize repeatable work plans. They can generate sets of tasks for common project workflows.

What you can do

• Use task templates for repeatable processes.
• Review generated tasks after template creation or instantiation.
• Confirm dates, assignees, labor categories, and dependencies.
• Administrators can configure template workflows where supported.

Environmental consulting example

A Phase I ESA template can generate tasks for records review, site reconnaissance, interviews, report drafting, and QA review.