What is a Task Template?
As the name suggests, a Task Template is a pre-defined set of task data (like task procedure and estimated work hours) that can then be used on a repetitive basis.
Creating a task template in Maintainly is the first stage of establishing preventative maintenance. At least one task template is required before an automation can be added to a specific asset that defines the trigger for when to auto-generate a task.
Task templates sit independently of any one asset or asset model, which means a single task template could be used on any asset when a suitable trigger generates automated preventative maintenance tasks.
Each task template can include the following:
Estimated work hours - the total aggregated work hours of one or multiple technicians;
Estimated downtime - the total aggregated downtime, if the organisation is choosing to track estimated vs. actual downtime;
Procedure - steps to be followed or description of the work to be performed;
Checklist - a list of items to be checked off when performing the work;
Materials - a kit of materials and quantities that are usually used when performing the work (a part kit);
Files - any images or pdf's that might need to be used as a reference.
What's next?