Task template and group fields

Template fields

Field

required

Short name for the task. This text appears in the templates list and on work orders.

Dropdown

required

Maintenance program for the template. Options include Preventive Maintenance and Inspection.

Field

Expected duration in hours and minutes. Helps planners estimate labor on schedules and dashboards.

Field

Detailed instructions for the assignee. Supports rich text formatting such as bold, lists, and links.

Additional fields appear based on work type. Inspection templates add an Inspection type of Asset, Area, or General.

Column	Description
Title	Task description or instruction shown on work orders
Work type	Program: preventive maintenance or inspection
Estimated time	Expected duration in hours and minutes
Asset type	Equipment or location types the template applies to

Column

Description

Title

Task description or instruction shown on work orders

Work type

Program: preventive maintenance or inspection

Estimated time

Expected duration in hours and minutes

Asset type

Equipment or location types the template applies to

Field	Description
Title	Template name
Work type	Preventive maintenance or inspection
Asset type(s)	Applicable asset types
Estimated time	Duration assigned to the template
Author	User who created the template

Field

Description

Title

Template name

Work type

Preventive maintenance or inspection

Asset type(s)

Applicable asset types

Estimated time

Duration assigned to the template

Author

User who created the template

Task group fields

Field

required

Display name for the task group.

Dropdown

required

Maintenance program for all templates in the group. Templates must align with this work type.

Dropdown

Asset types the group applies to. Derived from the selected templates and general info step.

Dropdown

Shown for inspection groups. Values include Asset, Area, or General.

Column	Description
Title	Task group name
Task templates	Count of templates in the group and combined estimated time
Asset type	Asset types the group applies to
Work type	Program such as preventive maintenance or inspection
Created by	User who created the group

Column

Description

Title

Task group name

Task templates

Count of templates in the group and combined estimated time

Asset type

Asset types the group applies to

Work type

Program such as preventive maintenance or inspection

Created by

User who created the group

Import and export options

Action	Purpose
Export	Download existing templates
Import and Create	Upload a file to add new templates in bulk
Import and Update	Upload a file to add and update templates in one action

Starter files:

Approach	When to use
Single template	One repeatable task per schedule
Multiple templates	Pick individual templates on a schedule
Task group	Apply a fixed checklist of templates together

Approach

When to use

Single template

One repeatable task per schedule

Multiple templates

Pick individual templates on a schedule

Task group

Apply a fixed checklist of templates together

Fields for the schedules that consume templates and groups.

Get Started

Portfolio level

Building level

Reference

Template fields

Template list columns

Template detail fields

Task group fields

Task group list columns

Import and export options

When to use groups

Schedule fields

Work order fields

​Template fields

​Template list columns

​Template detail fields

​Task group fields

​Task group list columns

​Import and export options

​When to use groups

​Related reference

Schedule fields

Work order fields

Template fields

Template list columns

Template detail fields

Task group fields

Task group list columns

Import and export options

When to use groups

Related reference