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 are used to streamline the Property 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.
To save a Task Template, first click on "Create" in the Albert navigation panel at the top of the screen and select "Task". Click on "Property" 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 pop sidebar. Type in the nomenclature for the task you want to save in the Template Name field, and select "Done." 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.
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" and click "Add from Templates" at the top right of the sidebar. 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!
Task templates are automatically saved throughout 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!