Overview
Component Templates define a component type and the task templates associated with it. On mobile, you can view, create, and edit component templates and their task templates directly from the Assets screen — no desktop required.
Accessing Component Templates
Tap the Assets tab in the bottom navigation bar
Tap the menu button (ellipsis icon) in the top right corner
Tap Component Templates
Managing Component Templates
How to Create a New Component Template
A component template starts with a component type. Once created, you can add task templates to it.
From the Component Templates list, tap the + button in the top right
Enter a Name and Description for the new component type
Select an Icon if prompted
Tap Add to save the new component type
The new component template will appear in the list — tap it to add task templates
How to Add a Task Template to a Component Template
From the Component Templates list, tap the component template you want to edit
On the detail screen, tap the + button in the top right
Fill in the required fields: Task Type, Maintenance Method Type, Board, Estimated Duration, and Frequency
Fill in any optional fields as needed
Tap Save
Note: All required fields must be completed before saving. If you click Save without filling in the required fields, a mandatory error message will appear.
How to Edit an Existing Task Template
From the Component Templates list, tap the component template you want to edit
In the Task Templates section, tap the task template you want to edit
Make your changes on the Edit Task Template screen
Tap Save
How to Add a Product to a Task Template
Open the task template you want to edit (or create a new one)
In the Products section, tap Add Product
In Add Inventory, select a product
Enter the volume, unit of measure, and points per application
Tap Save to return to the task template form
Tap Save again to save the task template
To remove a product, tap the trash icon next to the product in the list and confirm by tapping Delete.
Best Practices
Set Frequency Before Saving: Frequency is a required field and must be greater than zero — set it early to avoid needing to re-enter other fields if save is blocked.
Use the Search Bar on Large Lists: If your organization has many component templates, use the search bar at the top of the list to find the one you need quickly.
Add Instructions for Complex Tasks: Use the Instructions field to give technicians clear guidance on how to complete the task, especially for tasks that require specific steps or safety considerations.
Attach Inspection Forms Where Relevant: Linking an inspection form to a task template ensures technicians are prompted to fill it out each time the task is completed.
Troubleshooting
Issue: Component Templates Menu Item Not Visible
Solution:
Tap the Assets tab in the bottom navigation bar
Tap the ellipsis (...) button in the top right corner — the menu should appear
If Component Templates is still not listed, contact your administrator to confirm you have the correct permissions
Issue: Save Button Is Inactive When Creating or Editing a Task Template
Solution:
Check that Task Type, Maintenance Method Type, Board, Estimated Duration, and Frequency are all filled in
Ensure Estimated Duration and Frequency are both greater than zero
Once all required fields are complete, the Save button will become active
Issue: Product Added but Not Showing on the Task Template
Solution:
After adding a product, make sure you tapped Save on the product edit screen before returning to the task template
Tap Save on the task template itself to confirm all changes
Summary
Manage the task templates attached to your components without leaving the field. When you need to add a new template or update an existing one, you can do it from your phone — no desktop required.