Task Templates

Albert allows for seamless delegation and management of work through Tasks. Tasks allow you to manage and track your daily work and collaborate with colleagues. When a Task is created, it is always assigned to an Albert location and can be found in the Tasks module.

Task Templates

Task templates are used to streamline the Property and Batch Task creation process by allowing you to save reusable templates for recurring tasks that you create on a consistent basis (Tip: use consistent nomenclature to drive processes across your teams!). You can import the desired task template which automatically fills out the Task Name, Inventory Item(s), Parameter Group(s), and Data Template(s) information fields. 

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Creating Task Templates

To create a Task Template, first click on Create in the Albert navigation panel at the top of the screen and select Task. Click on your task type and fill out the required information for the task creation process. After all fields are filled out properly, click Save as Template at the bottom left of the Task modal. Type in the nomenclature for the task you want to save in the Template Name field, and select who you want to share the template with. You can select "Anyone can view, only selected users can edit" or "Only selected users can view or edit". In the dropdown menu below, you can select users or teams who are allowed to view or own (view&edit) the template. Select "Save" when everything is defined. You have now saved the task template!

Task templates can also be saved by clicking the three dots (...) next to the task information and selecting Save as Template from the drop down.

 

Using Task Templates

To input a task template into a new task, click on Create in the Albert navigation panel at the top of the screen and select Task. Click on Property or Batch and click Choose Template To Auto-Populate This Task at the top of the Task modal. From there, select the appropriate task template and adjust any information if necessary, and click Create on the bottom right of the sidebar. You have now created a task from a task template!

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When you save a Task Template, it is visible for everyone in the entire organization meaning anyone can use a a template you create and vice versa. Thus, creating many types of tasks becomes easier over time! 

 

Editing Task Templates

To edit or make changes to a Task Template, you will want to open up the desired Task Template. From there, you can make the desired changes to the Task Template. Because Albert doesn't explicitly support Task Template editing capabilities, you will have to then save the Task Template as a new Task Template and delete the old version of the Task Template.

 

Deleting Task Templates

To delete a Task Template, open up the Task Template popup and click on the trash can to the right of the name of the Task Template. 

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Albert will ask you if you're sure you want to delete the template. Select Remove to confirm.

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Note: You can only delete Task Templates that you have created. 

 

Template Management

All Templates can be managed in a single place, the "Task Management" page. To access this page, click the gear icon in the top right of the browser page and select "Manage Templates".

 

The Manage Templates page summarizes all tasks and sheets templates for which you have view and/or edit access.

You can sort the templates by relevancy, creation date, or name at the top right. At the top left, you have the possibility to search for a specific Template Name or to open the filter function. You can filter by the person that created the template, the template type (Batch Task, Property Task, Sheet), and the collaborators. When hovering over a template row, three dots appear on the right-hand side. Clicking these three dots allows you to view and/or edit the task, depending on your access.

Edit access:           View access:

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