Template Overview

Use and manage templates for maximum efficiency

Task Templates in Hidesc

The Task Template section allows users to create reusable task structures that streamline workflow creation. Templates ensure consistency, maintain role-based permissions, and define process automation within teams.

1. Template Name

The template name acts as the identifier for each reusable workflow. Fields marked with an asterisk (*) are mandatory. It can be renamed at any time using the pencil icon.

Each template name must be unique and descriptive, helping users quickly identify its purpose (e.g., “Client Onboarding,” “Audit Workflow”).

Create Template

2. Select Fields Tab

This tab allows users to decide which fields appear when tasks are created using the template. Each field can be customized or made mandatory as needed.

Select Fields
Field Description
Task Name Define task name; supports placeholders like {year}, {month}.
Description Add detailed task instructions or notes.
Assignee Select who is responsible for the task.
Labels Tag tasks for easy filtering and search.
Expected Time Set estimated time required for task completion.
Start Date Specify the task start date.
Due Date Set task deadline.
Project Associate task with a project.
Priority Assign urgency (High / Medium / Low).
Flag Highlight or mark important tasks.

3. Group Tasks Tab

The Group Tasks tab enables users to create linked or dependent tasks that form part of a broader workflow. Each group task can have a start condition, dependency, and status transition.

Group Tasks

Group Task Types:

  • Immediate Tasks: Start immediately when created.
  • Preceding Tasks: Begin after a prior task is completed.
  • After Main Task: Trigger once the main task finishes.
  • Custom Tasks: Start after a user-defined delay or condition.

Each group task includes dependencies, subtasks, and configurable visibility options. Use the toggle "Complete all subtasks before main task completion" to enforce order.

4. Status Settings Tab

Define the available statuses for tasks created from this template. You can use default options or add new custom ones via Task Settings.

Status Settings

Default Statuses:

  • In Progress
  • Done
  • Todo
  • Failed

Custom Status:

Clicking “Custom Status” redirects to Task Settings for adding new workflow states. Save templates before navigating to prevent data loss.

5. Settings Tab

Manage task-level visibility, tracking, and verification rules from the Settings tab.

Template Settings
  • Time Tracking: Enable task-level time logging.
  • Exclude from Primary List: Hide from main dashboard.
  • Show in Sidebar: Pin template to sidebar view.
  • Verification Required: Adds approval before task start.
  • Template Visibility: Control user/team visibility.
  • Task Visibility Users: Restrict who can view resulting tasks.

6. Approval Tab

The Approval Tab introduces stage-wise verification to ensure tasks pass through predefined checkpoints. Approvers can accept or reject tasks at each stage to maintain quality and compliance.

Approval Stage

Purpose:

  • Ensure that only authorized users can move tasks forward.
  • Provide verification layers to improve accountability.
  • Enable multi-level approval chains for critical workflows.
Approval List

Multi-stage approval supports sequential verifications. Example:

  • Stage 1: Team Lead Review → On Approval → In Progress
  • Stage 2: Client Approval → On Approval → Done

Benefits:

  • Enforces quality control and process discipline.
  • Improves visibility and traceability of approvals.
  • Prevents unauthorized or premature completion of tasks.
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