Task templates are a unique GeoStatus feature that lets you standardize the work of field employees. With this feature, you can create questionnaires, checklists, surveys, and simple tasks to be completed on site.
Let’s set up a task template. To do this, go to "Settings" subsection "Task Templates" and click the "Create" button in the upper-left corner.
Next, add fields, give them names, and choose their types.
Each field has an additional attribute, “Required”, which is off by default. This means that if the employee leaves this particular field empty, the mobile app will not require it to be filled in and will allow the task to be completed with the field left blank.
The “Used by default” attribute automatically adds the template to each new visit.
Enabling the “Attachments required” attribute requires the mobile employee to include a photo in the task results.
To change the order of fields in a template, simply drag the fields into the desired order.