Task Templates for PM

Add a task template to a PM plan once: every work order the plan generates then carries its steps — nobody has to pick a template on each work order.

Adding a template to a PM plan

1. Create the template in "Task Templates"
2. Open the PM plan (create or edit) and find the "Task Template" card
3. Click "Use Template" and choose the template: its steps are added to the plan, where you can still adjust them
4. Save: every work order the plan generates from now on includes these steps

Applying or removing a template on many plans

Tick the plans in the Preventive Maintenance list, click "Bulk edit" and choose a template in the "Task Template" field — up to 100 plans at a time. Then pick "Add after the existing tasks" or "Replace the existing tasks". To empty the checklists instead, choose "Remove all tasks" at the top of the same field: every task of the selected plans is deleted. In every case, open work orders already generated by these plans get the change too, unless a technician has started one of their tasks.