> ## Documentation Index
> Fetch the complete documentation index at: https://documentation.kodelabs.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Task Templates

> Reusable task templates for preventive and inspection work orders

In AssetOps, task templates are created at the [portfolio-level](/products/assetops/quickstart/usage-workflow#portfolio-level)
and represent reusable task definitions for recurring maintenance activities.

Using task templates helps standardize how work recurring maintenance is defined across the portfolio, ensuring consistent task definitions and expectations. This in turn negates need for duplicate or ad hoc task creation.

You can assign task templates when [scheduling](/products/assetops/work-orders/schedules) work orders.

```mermaid actions={false} theme={null}
---
config:
  theme: neutral
---
flowchart LR
 subgraph s1["Portfolio-Level"]
        C["Task Templates"]
  end
 subgraph s2["Portfolio-Wide Templates"]
        C4["Clean AC Unit Filters"]
        C1["Inspect Steam Traps"]
        C2["Check Temp Gauges"]
  end
    A["AssetOps"] --- B["Portfolio"]
    B -- access --- C
    C -- "portfolio-wide" --- C1 & C4 & C2

     C:::Sky
     C4:::Rose
     C1:::Rose
     C2:::Rose
    classDef Sky stroke-width:1px, stroke-dasharray:none, stroke:#374D7C, fill:#E2EBFF, color:#374D7C
    classDef Rose stroke-width:1px, stroke-dasharray:none, stroke:#FF5978, fill:#FFDFE5, color:#8E2236
    linkStyle 1 stroke:#00C853,fill:none
    linkStyle 2 stroke:#FF6D00,fill:none
    linkStyle 3 stroke:#FF6D00,fill:none
    linkStyle 4 stroke:#FF6D00
```

## Create Task Templates

To create a task template for preventive maintenance, follow the steps outlined below. The steps differ depending on whether you are creating a template for **Preventive Maintenance** or **Inspection**.

<Tabs>
  <Tab title="Preventive Maintenance Task Template">
    <Steps>
      <Step title="Open the Task Templates section">
        In AssetOps, navigate to the **Task Templates** section in the portfolio-level sidebar.
      </Step>

      <Step title="Select the Work Type">
        Select **Preventive Maintenance** as the work type.
      </Step>

      <Step title="Select one or more Asset Types">
        Select one or more asset types that the template applies to.
      </Step>

      <Step title="Define the estimated time">
        Enter the estimated time in **Hours** and **Minutes**.
      </Step>

      <Step title="Enter a description">
        Enter a description for the task template.
      </Step>
    </Steps>
  </Tab>

  <Tab title="Inspection Task Template">
    <Steps>
      <Step title="Open the Task Templates section">
        In AssetOps, navigate to the **Task Templates** section in the portfolio-level sidebar.
      </Step>

      <Step title="Select the Work Type">
        Select **Inspection** as the work type.
      </Step>

      <Step title="Select the Inspection Type">
        Select the inspection type: **Asset**, **Area**, or **General**.

        <Note>
          If you select **Asset**, you must also select one or more asset types. If you select **Area** or **General**, you will only need to define the estimated time and provide a description.
        </Note>
      </Step>

      <Step title="Define the estimated time">
        Enter the estimated time in **Hours** and **Minutes**.
      </Step>

      <Step title="Enter a description">
        Enter a description for the task template.
      </Step>
    </Steps>
  </Tab>
</Tabs>

## Bulk Import or Update

You can import multiple task templates at once by uploading a `.xlsx` file preconfigured with your task template details. Use this method to quickly add several templates in one go.

You can also import and update templates simultaneously using a combined `.xlsx` file. This allows you to add new templates and update existing ones in a single action.

* Download the [Import Task Template](/downloads/task-template.xlsx) to get started.
* Download the [Import and Update Task Template](/downloads/task-template-import-update.xlsx) to get started.

## Manage Task Templates

The **Task Templates** section lists all available task templates. Each template has a dedicated page where you can view and manage its details.

To manage a task template, follow the steps outlined below:

<Steps>
  <Step title="Open the Task Templates section">
    In AssetOps, navigate to the **Task Templates** section in the portfolio-level sidebar.
  </Step>

  <Step title="Select a task template">
    Select a task template from the list. You will be taken to that template's page.
  </Step>

  <Step title="Manage the task template">
    Once inside the template's dedicated page you can complete the following actions:

    * Use the <Icon icon="pencil" size="15" /> icon to edit the template details.
    * Use the <Icon icon="ellipsis-vertical" size="15" /> icon in the upper right corner to delete the template.
    * Use the attachment controls to delete existing attachments or add new ones.
  </Step>
</Steps>