Task Template Maintenance

Use the Task Template Maintenance tab to add a task template or edit an existing task template for use when building a task with the task tracker application.

The Task Template Maintenance tab is accessed by clicking a Task Template or the Need to add a task Template? Click here to add link on the Task Templates screen.

Topics in this section: 

Adding a Task Type

See Task Template Maintenance, Participants, and User Accessibility for field descriptions.

  1. Navigate to Configuration > Miscellaneous > Other > Task Templates.

    Task Templates

  2. Click the Need to add a task Template? Click here to add link.

  3. Enter a Task Template name, select Default Priority, and complete the other fields as needed (custom screens, Active for Task Tracker, Work Flow, Modify Participants, and mandatory task fields).

    Note:  To attach custom screens, create the page in Administration first. See Adding a Custom Screen to IntelliDealer.

    Note:  Only templates with Active for Task Tracker selected appear on the Template drop-down list when you add a task.

  4. Optionally, click the Participants tab to add default users and set screen and multimedia authority.

  5. On the Task Template Maintenance tab, click Save.

Screen Description

The fields on the Task Template Maintenance tab are:

Field Description
Task Template The name or description of the task template that is completed.
Default Priority The task template priority (e.g. low, medium or high).
Customized Screen 1, 2, 3, 4, 5 Attach up to 5 customized screens to the task template.
Active for Task Tracker

Whether the task template is active for use within the task tracker system.

If you deselect the Active for Task Tracker checkbox it deactivates the task template so it no longer appears when users add tasks in Task Tracker.
Work Flow

When marked as a Work Flow, the task is forwarded from one user to the next in the order in which the participants are defined and can only be modified by the participant who currently "has" it.

When it is not marked as a Work Flow, all participants can access the task without it having to be forwarded to them.
Modify Participants Indicates whether or not the participant list can be modified by the user when this task template is used.

The mandatory fields for task on the Task Template Maintenance tab are:

Mandatory Fields for Task
Field Description
Due Date If selected, the due date field is mandatory when using this task template.
Start Date If selected, the start date field is mandatory when using this task template.
Customer If selected, the customer field is mandatory when using this task template.
Location If selected, the location field is mandatory when using this task template.
Stock Number If selected, the stock number field is mandatory when using this task template.
Department If selected, the department field is mandatory when using this task template.
Vendor If selected, the vendor field is mandatory when using this task template.

Use these buttons to complete your work on the Task Template Maintenance tab:

Button Description
Save Saves changes made on the Task Template Maintenance tab.
Close Closes the Task Template Maintenance tab without saving and returns to the Task Templates screen.

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Security: 999 - Configuration

Revision date: 2026.01