Design the exact task forms your field team fills in - with your own sections, fields, and attachments.
Task Templates lets administrators build custom task forms to match how your field operations actually work. Organize fields into sections, add the information you need to collect (from text and numbers to photos, client details, and location), and reuse the template every time you assign that kind of task.
Default Templates
PrimeHR comes with four ready-to-use templates:
Form Submission
Order
Client Visit
Site Visit
Default templates are locked, so they can’t be edited or deleted. To make a variation of one, create a custom template instead.
How to Create a Task Template
Log in to the Admin Panel.
Go to Field Tracking → Tasks → Task Templates.
Click Create Task Template.
Enter a name for the template.
Add sections to organize your fields - you can create, rename, or remove sections as needed.
Drag and drop the fields you need into each section (see below).
Click a field to configure its settings.
Click Save.
Your new template then appears in the Task Templates list, along with its number of sections and fields.
Available Fields
General
Text - written answers
Number - numeric values, such as quantities or readings
Date - a specific date
Time - a specific time
Contact - contact details, such as a name or phone number
Address - a written address
Forms - attach one of your Field Tracking forms to the task
Order - record an order as part of the task
Multi Select
Dropdown - choose from a list of options you define
Checkbox - tick one or more options
Attachments
Image - upload photos, such as site photos or proof of delivery
File - upload documents
Task Location
Client - the client the task is for
Site - the site where the task takes place
Location - the location where the task is carried out
Why it helps
Build task forms that match your exact field processes
Organize information into clear sections, so forms are easy to fill in
Collect structured details and attachments with every task
Capture client, site, and location details automatically