Task Template
Task Templates are reusable multi-step blueprints for Tasks (Schedule Imaging, Lab Order, Referral, Follow Up). Each template has a title, category, description, optional default Assign To, Active flag, and ordered sub-tasks (title, days_taken, required, assignee). Only Active templates appear in Tasks → Create New Task. Templates do not run by themselves—staff pick them when creating a task, while lab/imaging send options and referral ingest create tasks through separate auto-create paths (see the Tasks guide).
Edit Practice
Task Templates
Create and manage reusable task templates for your practice workflows.
No task templates found.
Create your first templateCreate Task Template
Define a reusable workflow with category, description, and sub-tasks
Provide additional details about this template
Active
Enable this template for use
Sub-Tasks
Task Template Tab
Open Edit Practice → Task Template to list reusable templates. Create before go-live if care coordination relies on standard checklists.
Create Task Template
Title and Category are required. Categories include Schedule Imaging, Lab Order, Referral, and Follow Up. Set Description, default Assignee, and Active. Add sub-tasks with order, days_taken, is_required, and assignedTo as needed.
Sub-Tasks
Sub-tasks break the workflow into steps. Required steps must be completed in the Tasks module. days_taken helps plan due timing. Keep titles clear for MAs and coordinators.
Relation to Clinical Setup
Imaging and lab related templates work best when Imaging Categories, Lab Settings, and Clinic Services Types are already configured so staff can complete each step against real clinic data.
Who Can Manage Task Templates
Super Admins always can. Others need the Task Template tab permission plus create/edit/delete/view task template operations.