Tasks Template Management

Tasks Templates allow you to group Tasks together and trigger them by event, time, or manually. To create an individual task, please review this article: Individual Task Creation – Woven

To create a template, first you must gain access to Task-Manage Settings, Task Template – Manage, and Task Template – Add.

This can be found in your security role’s section access, under the Miscellaneous drop-down menu.

To create a Task Template, navigate to Tasks Settings, select the Templates tab, and follow the steps below:

1. Select the green “+Add Task Template” button
   
2. Name your template, provide a description (not required), and select how you would like this template to be triggered.
   • Manual: This template will be triggered by those with access at the time of their choosing.
   • Event: This template will be triggered by actions in your account. The specific event can be selected within Template Details
     • New Hire
     • Position Change
     • Primary Location Change
     • Termination
   • Schedule: This template will be triggered by time. Select the proper cadence within Template Details.
     • Daily – Select the time of day you would like this template to trigger
     • Weekly – Select days of the week and time of day you would like this template to trigger.
     • Monthly – Select which months, by day of the month or by the nth weekday of the month, and the time of day you would like this template to trigger.
3. Select the green “Create” button to create your template and navigate to your Task Template.
   
4. Under Template Execution  make selections for:
   
   • Executes Per Targeted
     • Per Team – Subjects referenced for a task will be teams
     • Per Team Member – Subjects referenced for a task will be individuals based on Teams and Positions selected.
5. Under Teams and Positions Eligible for Template, select the Teams and Positions that should be referenced for this template. These selections will determine your subjects.  
   
   To review your selections your selected subjects, click on the blue "Preview" button at the top right of the page.
   
   
6. Within the “Tasks” section of your Task Template, you can begin adding tasks.
   • Select “+ Add task to template” to add your first task
   • Enter your task name and provide a description (not required)
   • Repeat this step for additional tasks
7. Select a task (highlighted in grey), to view that task’s Task Details. Here you can update:
   • Priority
     • Low
     • Medium
     • High
     • Critical
   • When the task is due after creation
     • By days
     • By hours
   • Assignee details
   • Advanced Properties
     • Tags
     • Expiration
     • References
     • Proof of Completion
     • Attachments
   • Checklist
     • Select “+Add a Checklist item” to create an item to your checklist
     • Be sure to update the when the checklist item is due, by hour or day
     • Select the blue “Save” button to add the item to your checklist.
       
     • Repeat this process to add additional checklist items
   • Checklist Groups
     • To group checklist items, select the green text “+Group”, at the top right of your checklist.
       
     • Name your Group and select the blue “Save” button to create your group.
     • Select the green text “+Add a Checklist item” to add items directly to the group.
       1. You can also drag existing checklist items into the group or remove items from the group