In FieldEx, job templates and task templates help Planners save time and maintain consistency by predefining repeatable work structures. Instead of building every job from scratch, you can apply a template that pre-fills tasks, assets, work types, checklists, and more.
This article explains:
The difference between job templates and task templates
How to apply a template when creating jobs
How to create and manage templates in system settings
What’s the Difference?
Template Type | Used For | What It Includes |
Job Template | Creates the overall structure of a work order | Work order type, title, instructions, asset filters, customer/site links, priority, preloaded checklists, tasks |
Task Template | Adds predefined tasks into a job (used alone or within a job template) | Task name, checklist, assigned technician or team, estimated time, task instructions |
How to Use a Job Template When Creating a Job
Path: Jobs > New Job Order > Select Template
Click Create New Job via Template
Select a Job Template from the dropdown
The system will auto-fill all linked fields, including title, type, tasks, checklist, and assignment rules
Adjust any values if needed (e.g., add a new asset or change the site)
Click Save and your job is ready with everything preloaded
This is especially useful for recurring jobs like PM routines, common repairs, or equipment installation jobs.
How to Use Task Templates in a Job
During job creation or editing, you can insert a predefined task using:
Path: Jobs > Open Job > Tasks Tab > Add Task > From Template
Choose a saved task template to instantly populate the task name, checklist, time estimate, and assignment.
How to Create or Edit Templates
Path: Settings > Modules > Job Templates / Task Templates
Click New to create a template
Enter the template name and description
Select the work order type, checklist, priority, linked site/project/customer (if any)
Optionally add task templates inside the job template
Click Save
Real-World Examples
PM Job Template: “Monthly HVAC Inspection – Standard” → Includes a 3-task sequence, pre-linked checklist, and preset asset tags
Corrective Task Template: “Seal Replacement” → Used by Planners to quickly add a task to existing jobs when leakage is detected
Install Template: “Coffee Machine Installation – Small Outlet” → Preloads all install steps, checklists, and tech team