Task Templates
Create reusable task groups to add multiple tasks to a record at once.
Overview
Task templates (also called task group templates) let you define a set of tasks that you apply to a record in one action. Instead of creating the same five tasks every time you open a new project, define them once as a template and apply the template to create all tasks at once. Each template is scoped to a record type (Customer, Deal, Job, Lead, Project, or Ticket) so only relevant templates appear when you apply them.
Before You Begin
Prerequisites:
The Task module is enabled (Settings > Modules).
You have the Tasks: Create permission on your role (required to apply templates).
At least one task status is configured (Settings > Statuses > Task).
Creating a Task Template
Define the template
Navigate to Settings > Task templates.
Click + New.
Enter a Name for the template (e.g., "HVAC Maintenance Checklist"). Names must be unique within the same record type.
Select a Related Type from the dropdown: Customer, Deal, Job, Lead, Project, or Ticket. This determines which records the template can be applied to.
Click Save.
Expected result: Forz creates the template and opens it for adding items.
Add template items
Each item in a template becomes a task when the template is applied.
Click Add Item inside the template.
Enter a Title for the task item. This is required.
Optionally select an Assignee (the team member who will be assigned the task when the template is applied).
Optionally set a Due Date Offset (in days). When the template is applied, the task's due date is calculated as the application date plus this offset. For example, an offset of 7 creates a task due one week from when the template is applied.
Repeat for each task item you want in the template.
Expected result: Each item appears in the template ordered by position. You can reorder items by dragging them.
Tip: Use due date offsets to create staggered deadlines. For a 30-day onboarding checklist, set the first task to offset 1, the next to offset 7, and the final task to offset 30.
Applying a Task Template
Open the record you want to add tasks to (e.g., a project, a job, or a customer).
Navigate to the Tasks tab.
Click Apply Template.
Select a template from the dropdown. Only templates matching the record type appear.
Confirm the selection.
Expected result: Forz creates one task for each item in the template. Tasks inherit the title, assignee, and calculated due date from the template items. Each task is assigned the first task status (e.g., "To Do") and receives a unique task number. All created tasks appear in the record's task list immediately.
Note: Applying a template does not prevent you from applying it again. Each application creates a new set of tasks. This is useful for recurring checklists — apply the same template each quarter.
Editing a Task Template
Navigate to Settings > Task templates.
Click the template name to open it.
Edit the template name, add or remove items, change assignees, or adjust due date offsets.
Click Save.
Expected result: Changes to the template affect future applications only. Tasks already created from a previous application are not modified.
Warning: Editing or deleting a template does not change tasks that were already created from it. Template changes only apply the next time the template is used.
Deleting a Task Template
Navigate to Settings > Task templates.
Open the template.
Click Delete.
Expected result: The template is soft-deleted and no longer appears in the template list. Previously created tasks are not affected.
What Happens After Applying a Template
When a template is applied, Forz automatically:
Creates one task per template item (each with the item's title, assignee, and calculated due date0.
Sets the initial status (each task receives the first task status in your configuration0.
Broadcasts updates (all created tasks appear in real time for other users viewing the record's task list or board).
Scopes by record type (templates with
related_name: "Job"only appear when applying from a job,related_name: "Project"only from a project, and so on0.
Common Scenarios
Standardizing HVAC maintenance checklists
An HVAC company creates a "Seasonal Maintenance" template scoped to Job with items: "Inspect filters" (offset 0), "Check refrigerant levels" (offset 0), "Test thermostat calibration" (offset 0), "Clean condenser coils" (offset 0), and "Email maintenance report to customer" (offset 1). Every time a technician starts a maintenance job, the dispatcher applies the template to ensure nothing is missed.
New customer onboarding
A pool service company creates an "Onboarding Checklist" template scoped to Customer with items: "Schedule initial site survey" (offset 1, assigned to dispatcher), "Perform water chemistry test" (offset 3, assigned to lead tech), "Configure recurring service schedule" (offset 5, assigned to dispatcher), "Send welcome packet" (offset 7, assigned to office manager). Applying this template to a new customer creates a staggered set of tasks with clear deadlines and ownership.
Project kickoff for electrical contractors
An electrical contractor creates a "Commercial Project Kickoff" template scoped to Project with items: "Verify permit applications submitted," "Order materials from supplier," "Schedule pre-construction meeting," "Assign lead electrician," and "Upload site plans to project files." Each new commercial project gets this template applied during the first week.