Apply to work orders for instant structured checklists.
On Work Orders
- Open the work order and go to the "Procedure & Tasks" tab
- Click "Use a task template"
- Choose the template
- Its steps are added after the existing ones
On PM Plans
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.
Tip
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.
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