Configure Task Template

Tasks represent specific actions within an Issue and are configured using Task templates. As an Admin or Supervisor, you can customize the Task template using OOTB fields. Each Task template is linked to the corresponding Issue template, ensuring consistent action.

To configure a task template:

  1. Expand the RACE module and click Field Configurations.
  2. Click Create New on the top-right.
  3. In the Template Details screen:
    1. Select the Template Type as Task.
    2. Enter Template Name.
    3. Add Description.
    4. Select Plant.
    5. Add Tags.
    6. Click Next.
    Figure 1. Task Template


  4. In the Add Fields screen:
    1. Add Sections and Tasks (fields) and define response types (behavior) as shown in the table below.
      Field Behavior
      Task number Auto populates Incremental Number
      Item number Auto populate based on Item Field Configurations
      Task code group Drop-down with Search
      Task code Auto-populated from task group
      Task short text Describes task; a text field
    Figure 2. Task Template Fields


  5. Click Publish.