05 — Work Task: "HVAC Installation" with Checklist
Description
After selecting the INSTALL — HVAC Installation template, the Work Task populates. Summary, Task Type, Estimated Duration and Checklist are all filled from the template. This demonstrates how Work Task Templates drive reusable, consistent field work definitions.
Header fields
- Task ID: <NEW>
- Task Template ID: INSTALL
- Task Type: Service Task
- Summary: HVAC Installation
- Related Document Type: Work Order
- Related Document Nbr.: (empty)
- Estimated Duration: 08:00
- Status: Open
- Scheduled: checked
- Priority: Medium
- Severity: Moderate
- Planned Start Date / Due Date / Completion % / Completed On (blank)
Active tab: CHECKLIST
Grid columns: Completed, Action Description, Comment, Completed On.
Rows:
- Verify all materials available
- Prep work area
- Installation
- Connect system
- Clean up work area
Other tabs: WORKFORCE, EVENTS.