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Creating New Task Templates

  • Published on Jan 30, 2025
  • 1 minute(s) read
  • Denis Tkalec
  • Tomislav Renic

Take Note

This overview will explain how to create Task Templates in IMS.

Task Templates define a set of Tasks that can be added to Schedules and ECHs to specify the Activities that need to be performed.

Creating a new Task Template

To create a new Task Template:

  • Navigate to the IMS Main Menu.

  • Click Custom reports.

  • Select “Task Templates” from the drop-down menu.

    You will be redirected to the Task Templates Main Screen where you will find the list of recorded Task Templates.

Click Customs reports in the IMS Main Menu and then select Task Templates.

  • Click the Plus button.

Click Plus button to open the Task Templates Editor.

Clicking the Plus button will redirect you to the Task Template Editor.

  • In the Task Template Editor, fill in the Details of your Task Template. For more information on each field, see the table on the Task Template Main Screen. Note: Yellow fields are mandatory.

  • Click Save.

Fill in the data and click Save.

Clicking Save will open the full Task Template Editor where you can define Conditions for the Task Template.