Working with Task Templates
🎯 Why This Matters
Many facility operations repeat - weekly cleaning, monthly equipment checks, harvest prep checklists. Instead of recreating the same tasks every time, save them as templates. This gives you:
One-click task creation - Generate multiple tasks instantly
Consistency - Same tasks, same structure, every time
Best practices built in - Capture what works and reuse it
Training tool - New team members see the right way to do things
📋 What is a Task Template?
A template is a saved set of tasks that you can use to create new tasks quickly. Templates include:
Task titles and descriptions
Default priorities
Parent-child relationships (subtask structure)
Relative timing (e.g., "Day 1", "Day 2" instead of fixed dates)
When you create tasks from a template, you can adjust dates and assignments for the specific situation.
🚀 Finding Your Templates
Access your saved templates anytime from the Tasks view.
Go to Task Management
Click on Tasks view
Look for the Templates button or dropdown
You'll see a list of saved templates
📝 Creating a Template
Capture your best workflows once, use them forever - two easy methods to choose from.
There are two ways to create templates:
Method 1: From Existing Tasks
Select the tasks you want to save as a template
Click Save as Template
Enter a template name (e.g., "Weekly Room Cleaning")
Add a description explaining when to use this template
Click Save
Method 2: From AI Task Planner
Use the AI Task Planner to generate tasks
Review and edit the suggestions
Click Save as Template instead of just saving tasks
Name your template and save
💡 Quick Tip
Create templates for your most common workflows first - these give you the biggest time savings.
▶️ Using a Template
Create tasks from a saved template in just a few clicks:
Open the Templates menu
Select the template you want to use
Review the tasks that will be created
Adjust dates - set the starting date and tasks will schedule accordingly
Assign team members if desired
Click Create Tasks
All template tasks are created at once, ready for your team to work on.
✏️ Editing Templates
As your processes improve, update your templates to match - keep best practices current.
Keep templates current as your processes evolve:
Open the Templates menu
Find the template you want to edit
Click the Edit button
Make changes to tasks, descriptions, or structure
Save your changes
What you can edit:
Template name and description
Individual task titles and descriptions
Default priorities
Subtask structure
Add or remove tasks from the template
⚠️ Note
Editing a template does not change tasks that were already created from it. Changes only affect future uses of the template.
🗑️ Deleting Templates
Clean up outdated templates to keep your list focused and useful.
Remove templates you no longer need:
Open the Templates menu
Find the template to delete
Click Delete
Confirm the deletion
Deleting a template does not affect tasks that were already created from it.
📚 Template Ideas
Not sure where to start? Here are proven templates that work for most cannabis facilities.
Common templates for cannabis facilities:
Template Name | Use Case |
Daily Room Cleaning | Daily sanitation tasks for grow rooms |
Weekly Equipment Check | Routine equipment inspections |
Harvest Prep Checklist | Pre-harvest preparation tasks |
New Grow Cycle Setup | Room preparation for new plants |
Monthly Compliance Review | Regulatory compliance checks |
Order Fulfillment | Steps to process customer orders |
Quality Control Batch | QC testing workflow |
✨ Template Best Practices
Use clear names - "Weekly HVAC Maintenance" beats "Maintenance Template 1"
Add descriptions - Explain when and why to use each template
Keep templates focused - One template per workflow, not everything combined
Review quarterly - Update templates as processes improve
Include subtasks - Break complex work into clear steps
Set realistic defaults - Priorities and timing that usually make sense
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Working with Task Templates