Summary: This section provides comprehensive documentation about the Task Templates system within Onahiri. Task Templates enable you to standardize task creation, streamline workflows, and maintain consistency across your organization's operations.

Template Gallery

Overview of the Template Gallery interface:

• Template management dashboard
• Viewing and browsing existing templates
• Template preview and details
• Sorting and filtering templates
• Best practices for template organization

Template Creation

Detailed guide to creating templates:

• Creating templates from scratch
• Using sample templates as a starting point
• Adding and configuring custom fields
• Setting up workflow steps
• Defining team roles
• Testing and publishing templates

Template Fields

In-depth information about field types and configuration:

• Available field types (text, numbers, dates, etc.)
• Required vs. optional fields
• Field validation and formatting
• Dropdown and selection fields
• Multi-user and organization fields
• Checklist fields

Frequently Asked Questions

Common questions about using templates:

• Template best practices
• Versioning and updates
• Template permissions
• Converting existing tasks to templates
• Template sharing and reuse

Key Concepts in Task Templates

Template Structure

Each template consists of several key components:

• Custom Fields: The specific data points to be collected
• Workflow Steps: The stages a task moves through from creation to completion
• Team Roles: The roles participants can have in a task

Template Versioning

Templates support versioning to allow for improvements while maintaining existing tasks:

• Active Version: The current production version used for new tasks
• Draft Versions: Templates being developed or updated
• Version History: Record of all changes made to templates over time

Template Permissions

Access to templates is controlled through the permission system:

• View Permission:
  • Users with the Template Manager role can view templates.
  • Users need template read permission to view the template gallery.
• Create/Edit Permission:
  • The Template Manager role with template write permission is required to create or edit templates.
  • Users without this role will not see the create template button or edit options.
• Use Permission:
  • Any user can use templates to create tasks, regardless of whether they can create/edit templates.
  • Task creation permissions are separate from template management permissions.

For more details, see the Permissions & Access Management documentation.

Getting Started with Templates

If you’re new to Task Templates, we recommend:

1. First read the Template Gallery overview
2. Browse existing templates to understand structure and capabilities
3. Experiment with Template Creation to learn the design process
4. Review Template Fields to understand available options