Task Templates

Task templates are reusable blueprints for sets of tasks your company performs repeatedly, such as employee onboarding or monthly compliance reviews.

What a template contains

A template consists of:

Property	Description
Name	A descriptive name for the template (e.g., “New Hire Onboarding”, “Quarterly HMDA Review”)
Description	Optional explanation of when and how to use the template
Category	Optional category assignment (e.g., Onboarding, Compliance)
Items	An ordered list of task definitions, each with a title, description, sort order, and due-date offset

Template items

Each item in a template represents a task that will be created when the template is instantiated. Items have:

Property	Description
Title	The task title (e.g., “Verify NMLS license”)
Description	Optional detailed instructions for the task
Sort Order	Controls the display order of items within the template
Due Days Offset	Number of days after the checklist start date when this task is due. A value of 0 means due on the start date; a value of 7 means due one week after the start date.

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Creating a template

1. Navigate to Tasks > Templates in the sidebar and click New Template.
2. Fill in the template details:
   • Name (required) — A descriptive name.
   • Description — Optional context about when to use this template.
   • Category — Optionally assign to a category.
3. Add template items:
   • Click Add Item.
   • Enter the Title for the item.
   • Optionally add a Description with detailed instructions.
   • Set the Sort Order to control display position. Items are sorted by this value in ascending order.
   • Set the Due Days Offset — the number of days after the checklist start date when this item should be due.
   • Repeat for each item in the template.
4. Click Save.

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Example templates

New hire onboarding

#	Item	Due Days Offset	Description
1	Verify NMLS license	0	Check NMLS Consumer Access for active license status
2	Create email account	0	IT sets up company email
3	Grant LOS access	1	Provision account in Encompass/LendingPad
4	Assign to branch	1	Update employee record with branch assignment
5	Complete compliance training	7	Ensure all required training modules are finished
6	Review company policies	7	Employee reads and acknowledges key policies
7	First-week check-in	7	Manager meets with new hire to review progress
8	30-day review	30	Manager conducts 30-day performance check-in

Quarterly compliance review

#	Item	Due Days Offset	Description
1	Pull HMDA data extract	0	Export HMDA LAR data for the quarter
2	Validate data accuracy	3	Cross-reference against loan records
3	Review fair lending metrics	5	Analyze approval/denial rates by demographic
4	Update compliance report	10	Document findings in quarterly report
5	Submit to management	14	Send report to compliance officer for review

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Editing a template

1. Navigate to Tasks > Templates.
2. Click the template you want to edit.
3. Click Edit.
4. Modify the template name, description, category, or items.
5. When editing items:
   • Change titles, descriptions, sort orders, or due-day offsets.
   • Add new items or remove existing ones.
   • Reorder items by changing their sort order values.
6. Click Save.

Important: Editing a template does not affect checklists that have already been created from it. Changes only apply to new checklists instantiated after the edit.

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Deleting a template

1. Navigate to Tasks > Templates.
2. Click the template you want to delete.
3. Click Delete.
4. Confirm the deletion.

Deleting a template is a soft delete — it is archived rather than permanently removed. Existing checklists created from the template are not affected.

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Using templates

Templates are used by instantiating them into checklists. See Checklists for the full guide on how to create a checklist from a template, assign it to an employee, set a start date, and track progress.

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Best practices

• One template per process — Create a separate template for each repeatable process (onboarding, offboarding, quarterly review, license renewal) rather than combining multiple processes into one.
• Use due-day offsets intentionally — Set offsets that reflect realistic timelines. A compliance review might need 14 days spread across multiple items, while equipment setup might need just 1-2 days.
• Add descriptions to complex items — Brief titles are good for scanning, but detailed descriptions in each item help the assignee understand exactly what is expected.
• Assign a category — This carries over to the instantiated tasks, making filtering and reporting easier.
• Review templates periodically — As processes evolve, update your templates to reflect current procedures.