04 — Work Task: Task Template Lookup

Description

Creating a new Work Task (New Record). The Task Template ID lookup popup is open, showing the catalog of reusable templates. Work Task Templates replace the old "service-type inventory items" — they define checklists, estimated duration, workforce requirements and auto-fill onto Work Orders via Work Order Type.

Screen

Work Tasks form — New Record.

Header fields (blank)

Task ID
Task Template ID (lookup open)
Task Type
Summary
Related Document Type
Related Document Nbr.
Estimated Duration
Status (Open)
Scheduled (checkbox)
Priority (Medium)
Severity (Moderate)
Planned Start Date / Due Date
Completion (%) / Completed On

Task Template lookup popup

Columns: Task Template ID | Summary. Rows visible:

ENVMT — Maintenance Work
COILCLEAN — Clean Coils
FILTERCHG — Change Filters
INSPECTION — System Inspection
INSTALL — HVAC Installation
INSTALLGEN — Electrical work installation
MEETING — Meeting
PREVMAINT — Preventative Maintenance
PTO — Vacation

Lower tabs