{"id":"tasks.create-and-templates","app":"tasks","title":"Create tasks and reusable templates","summary":"Create work for one or more units and reuse standard task fields.","url":"https://www.simultem-apps.com/wiki/tasks#create-and-templates","apiUrl":"https://www.simultem-apps.com/api/wiki/v1/articles/tasks.create-and-templates","resourceUri":"wiki://tasks/create-and-templates","revision":"2026-11-02.1","lastReviewedAt":"2026-11-02","keywords":["Add task","due date","title","unit search","images","videos","template","AI create"],"sections":[{"title":"Create a task","steps":["Choose Add task and select property, due date, title and at least one unit.","Search units by ID when needed and review every selected unit.","Set role, assignee, priority, cleanliness, description and any maintenance details offered.","Add comments, images or short videos when useful and save. Multiple selected units create separate tasks."],"notes":[]},{"title":"Use templates or AI assistance","steps":["Select a template to populate reusable task fields. Property, date, units, notes and images stay specific to the current draft.","Save the finished standard fields as a template when they should be reused.","If using AI task creation, review matched units, dates and all generated fields before saving."],"notes":["A standard title/task code and a one-off description have different purposes. Use stable task codes for rules and reporting."]}],"text":"# Tasks: Create tasks and reusable templates\n\nCreate work for one or more units and reuse standard task fields.\n\n## Create a task\n\n1. Choose Add task and select property, due date, title and at least one unit.\n\n2. Search units by ID when needed and review every selected unit.\n\n3. Set role, assignee, priority, cleanliness, description and any maintenance details offered.\n\n4. Add comments, images or short videos when useful and save. Multiple selected units create separate tasks.\n\n## Use templates or AI assistance\n\n1. Select a template to populate reusable task fields. Property, date, units, notes and images stay specific to the current draft.\n\n2. Save the finished standard fields as a template when they should be reused.\n\n3. If using AI task creation, review matched units, dates and all generated fields before saving.\n\nNote: A standard title/task code and a one-off description have different purposes. Use stable task codes for rules and reporting.","related":[{"id":"tasks.codes-and-columns","app":"tasks","title":"Dropdown values and personal column settings","summary":"Maintain task titles/roles and choose how the list fits your screen.","url":"https://www.simultem-apps.com/wiki/tasks#codes-and-columns","apiUrl":"https://www.simultem-apps.com/api/wiki/v1/articles/tasks.codes-and-columns","resourceUri":"wiki://tasks/codes-and-columns","revision":"2026-11-02.1","lastReviewedAt":"2026-11-02"},{"id":"tasks.ai","app":"tasks","title":"AI drafting, feedback and optional paid usage","summary":"Generate task or automation proposals and keep control of the final changes.","url":"https://www.simultem-apps.com/wiki/tasks#ai","apiUrl":"https://www.simultem-apps.com/api/wiki/v1/articles/tasks.ai","resourceUri":"wiki://tasks/ai","revision":"2026-11-02.1","lastReviewedAt":"2026-11-02"},{"id":"tasks.details-and-history","app":"tasks","title":"Task details, comments, attachments and transfers","summary":"Keep work evidence and inspect configured history.","url":"https://www.simultem-apps.com/wiki/tasks#details-and-history","apiUrl":"https://www.simultem-apps.com/api/wiki/v1/articles/tasks.details-and-history","resourceUri":"wiki://tasks/details-and-history","revision":"2026-11-02.1","lastReviewedAt":"2026-11-02"}]}