Template Task Management Setup
This guide will walk you through the process of adding new task management templates to your services on InstantUploader.
Last updated
This guide will walk you through the process of adding new task management templates to your services on InstantUploader.
Last updated
Access Template Task Management: Navigate to the settings menu and click on the "Template Task Management" option (https://app.instantuploader.com/settings/template-task-management). This will redirect you to the Template Task Management screen.
Add New Template: Choose the Service from the related category for which you want to add a template, such as 'ADU construction'. Click on the plus button located at the bottom of the screen and name your new template. You can use the same name as the service for the template.
Acknowledge Template Generation: After requesting a new template, a notification will appear indicating that the AI has started the template generation process. Please wait for a few moments for the process to complete.
Continue Adding Templates: Repeat the process to add templates to all services that require it, such as 'balcony, inspection'.
Monitor Progress: Once a template is successfully generated, an alert will appear at the bottom right of your screen.
Confirm Successful Template Addition: Click on the service to ensure its corresponding template has been added effectively. For example, '80 construction'.
Check All Templates: Return to the business services screen. Here, you can verify that all your services now have their own templates.
By following these steps, you can ensure that each service has its own template. This allows tasks and milestones relevant to each service to be easily documented, optimizing workflow efficiency and productivity.
