Skip to main content

Creating Component Templates on Mobile

Users can now create component templates using the mobile app.

K
Written by Kristal Ruiz
Updated over a week ago

What is it?

You can now create and save templates for components and their associated tasks using the mobile app. This lets you quickly replicate common setups or procedures across assets and projects, saving time and ensuring consistency.

Here are the steps

  1. Go to "Asset Management", select an asset

  2. Navigate to the Components tab.

  3. On any component, use the new “Save as Template” menu item.

  4. The system creates a task template based on the component’s type, including its tasks.

  5. Templates are named after the component type.

Take note that templates become available for immediate use; others will see them after sync.

Benefits/Tips:

  • Standardize repetitive tasks for rapid rollout.

  • Prevents manual entry errors.

  • Supports both creating new templates and updating existing ones.

Did this answer your question?