---
title: "Creating New Task Templates"
slug: "creating-new-task-templates"
updated: 2026-10-27T23:11:33Z
published: 2026-10-27T23:11:33Z
canonical: "ims-handbook.cenosco.com/creating-new-task-templates"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://ims-handbook.cenosco.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Creating New Task Templates

> [!NOTE]
> 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.

![](https://cdn.document360.io/e492a0e0-a4ba-4aca-8fc6-76b95f91fdf3/Images/Documentation/Screenshot_106(1).jpg?sv=2026-02-06&spr=https&st=2026-10-28T15%3A06%3A42Z&se=2026-10-28T16%3A06%3A42Z&sr=c&sp=r&sig=UfoY0jv3r2DI8f0LICNzLOmJv2X%2BQhMrT79bhNO%2ByTQ%3D)

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

- Click the *Plus* button.

![](https://cdn.document360.io/e492a0e0-a4ba-4aca-8fc6-76b95f91fdf3/Images/Documentation/Screenshot_109.jpg?sv=2026-02-06&spr=https&st=2026-10-28T15%3A06%3A42Z&se=2026-10-28T16%3A06%3A42Z&sr=c&sp=r&sig=UfoY0jv3r2DI8f0LICNzLOmJv2X%2BQhMrT79bhNO%2ByTQ%3D)

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](/v414/docs/listing-task-templates#task-template-table-main). Note: Yellow fields are mandatory.
- Click **Save**.

![](https://cdn.document360.io/e492a0e0-a4ba-4aca-8fc6-76b95f91fdf3/Images/Documentation/Screenshot_112.jpg?sv=2026-02-06&spr=https&st=2026-10-28T15%3A06%3A42Z&se=2026-10-28T16%3A06%3A42Z&sr=c&sp=r&sig=UfoY0jv3r2DI8f0LICNzLOmJv2X%2BQhMrT79bhNO%2ByTQ%3D)

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](/v414/docs/defining-conditions-for-task-templates).