Creating Templates

Templates define standardized procedures. Reference: TMPL-1, etc.

Fields

• Name
• Description
• Category
• Active status

Steps

1. Task Templates
2. Create Template
3. Name and describe
4. Add items
5. Order them
6. Save

Start from an AI draft

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.