Configure templates in Workplace Safety Management that can be used to create workplace tasks. You can either modify predefined workplace task templates or create your own templates and associate them with workplace tasks.

1. Navigate to Workplace Safety Management > Workplace Tasks > Workplace Task Templates.
2. Create a new template or modify an existing template.
   • If you are creating a new template, click New.
   • If you are modifying an existing template, open the desired template.

   For information about the template form fields, see Create a template.

3. Select the Workplace Task [sn_wsd_core_workplace_task] table in the Table field.
4. (Optional) Apply the template to the required workplace task type.
   1. In the Template section, select the Workplace task type field in the left column.
   2. Select the required task type in the right column.
5. Click Submit.
6. Add a checklist to the template.
   For steps on how to add a checklist, see Create a workplace task checklist.
7. Click Update.