Create reusable task checklists for work orders and PM
Build reusable checklists
Templates define standardized procedures. Reference: TMPL-1, etc.
In the New task template dialog, open "Generate with AI" and describe the job in one or two sentences — for example "Monthly service of the main belt conveyor: lockout, belt and roller inspection, lubrication, tension check and restart test". FreeMee fills in the name, the description and the steps (type, estimated time, tools and risks). Nothing is saved until you press Create template, so review and edit every step first. Each generation costs 3 AI credits, and only when a usable draft comes back. Available on the Business plan, to users who can manage task templates.
Descriptive names: 'Quarterly Elevator Safety Check' not 'Elevator Template'.
Define checklist steps
Each item has a type determining the expected response.
Write specific instructions: 'Inspect belt for cracks. Measure tension: 4-6 lbs' not just 'Check belt'.
Use on WOs and PM
Apply to work orders for instant structured checklists.
In the plan's "Task Template" card, click "Use Template": the steps are copied into the plan, and every work order it generates includes them.
Templates are starting points: adjust the steps to the job once added. Only active templates are offered — deactivate one to retire it without deleting it.
Maintain your library
Keep templates organized and current.
Assign ownership to subject matter experts.
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