Template Picker
The Template Picker helps you choose a template for a maintenance task or inspection. Templates provide structured steps and can speed up recurring workflows.
#Template Picker
The Template Picker helps you choose a template for a maintenance task or inspection. Templates provide structured steps and can speed up recurring workflows.
#How to get here
You’ll usually open the Template Picker from a task creation or task detail flow when selecting a template.
#What you see on this page
#Tabs
- My Templates: templates you have access to directly
- Published: shared templates available to your account
#Template cards
Each template card typically shows:
- Template title
- Type (Maintenance or Inspection)
- Rating information (if available)
- Short description (if provided)
#Refresh
Pull down on a list to refresh templates.
#Primary action: select a template
- Find the template you want
- Tap the template card
- Wait briefly while the template loads
- You’ll return to the previous flow with the template selected
#Troubleshooting
- No templates listed
- You may not have templates available yet. Some templates are created/managed on the web.
- Unable to load template
- Use pull-to-refresh and try again.
#Related pages
#Platform behavior
#iOS
- The workflow and labels on iOS follow this page as written.
- Controls (pickers, sheets, and permissions dialogs) use native iOS presentation.
#Android
- The workflow and labels on Android follow this page as written.
- Controls (pickers, sheets, and permissions dialogs) use native Android presentation.
#Web
- Template picker behavior is integrated into web schedules/template workflows at
/schedules. - No standalone template-picker route is currently exposed on web.
- Use schedule/template actions in-page to select and apply templates.