Template Overview

Use and manage templates for maximum efficiency

Template Overview

Templates are reusable task structures that define fields, workflows, and permissions for task creation. Instead of creating tasks freely, every task in Hidesc is created from a template, ensuring consistency and capturing all required information.

Templates allow organizations to standardize workflows across departments while still accommodating specific needs through custom fields and approval stages.

Template List

Template list showing all available templates

Why Use Templates?

Consistency

Every task follows a structured format, maintaining uniformity across departments

Compliance

Capture all required information for specific workflows or regulations

Efficiency

Predefined fields reduce time spent configuring each task

Control

Define who can create, view, and approve tasks from each template

Creating a Template

1

Go to Templates

Navigate to Settings > Templates

2

Click Create Template

Click the "Create Template" button

3

Enter Basic Details

Template name, description, and icon

4

Configure Fields

Add standard and custom fields

5

Set Permissions

Define who can use this template

6

Configure Workflow

Set up status groups and approval stages

Create Template Form

Template creation form

Template Fields

Templates can include standard fields as well as custom fields to capture specific information:

Standard Fields

Task Title

Name of the task

Description

Detailed task description

Assignee

Person responsible for the task

Due Date

When the task should be completed

Priority

Importance level of the task

Status

Current state of the task

Custom Field Types

Field Type Use Case
Text Short text entries, references
Number Quantities, amounts, counts
Dropdown Predefined options to choose from
Date Date selections
Toggle Yes/No options
File Upload Attachments, documents
Template Fields Selection

Selecting and configuring template fields

Status Groups

Templates define how tasks move through different statuses. You can create custom status groups that match your workflow.

Example Workflow

Created → In Progress → In Review → Manager Approval → Completed
Status Group Configuration

Configuring status groups in template settings

Template Permissions

Control who can use each template and what they can do:

Create Permission

Who can create tasks from this template

View Permission

Who can see tasks from this template

Edit Permission

Who can modify tasks from this template

Approve Permission

Who can approve tasks at each stage

Group Tasks

Templates can include predefined group tasks that are automatically created with the main task. This is useful for workflows that always require multiple related tasks.

Group Task Features

  • Define related tasks in the template
  • Set dependencies between tasks
  • Configure start conditions (immediate, after previous, custom)
  • Customize fields for each group task
Group Task Configuration

Configuring group tasks in a template

Import/Export Templates

Share templates between organizations, backup configurations, or import industry-standard templates.

Export Template

  1. Go to template list
  2. Select template(s) to export
  3. Click Export button
  4. Choose format (JSON)
  5. Download file

Import Template

  1. Go to template list
  2. Click Import button
  3. Upload template file
  4. Review imported template
  5. Confirm import

Template Use Cases

Software Development

  • Sprint planning template
  • Bug fix workflow
  • Feature development template
  • Release checklist

Marketing

  • Campaign launch template
  • Content creation workflow
  • Event planning template
  • Social media schedule

HR/Operations

  • Employee onboarding template
  • Offboarding checklist
  • Performance review template
  • Recruitment workflow

Client Projects

  • Project kickoff template
  • Deliverable checklist
  • Client onboarding template
  • Project closure checklist

Best Practices

Creating Templates

  • Use clear, descriptive task names
  • Include detailed descriptions
  • Set realistic relative dates
  • Keep templates focused

Organization

  • Name templates descriptively
  • Use categories/tags
  • Archive unused templates
  • Document template purposes

Permissions

  • Set appropriate access levels
  • Define create permissions
  • Configure approval workflows
  • Review permissions regularly

Maintenance

  • Review templates regularly
  • Update based on feedback
  • Remove outdated templates
  • Track template usage
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