In this article, you will learn about Onfleet's Task Template and how to set it up for your organization. Task Templates allow you to configure reusable task configurations by grouping Custom Fields.
Note: Task Templates are included by default only with Enterprise plans. If you're interested in adding this functionality to your plan, reach out to your Success Manager!
Note: Task Templates are only available for Enterprise plan users.
This article will cover:
Task Template Overview
Task Templates in Onfleet are reusable task configurations that bundle Custom Fields together under a single named template. Instead of manually selecting and configuring individual Custom Fields every time a task is created, Onfleet users can apply a template and have all relevant fields appear automatically.
Task Templates help organizations streamline their delivery operations by standardizing data collection, speeding up task creation, and supporting workflow-specific configurations, without disrupting existing task history when templates are updated or removed. They work seamlessly with both CSV bulk imports and the Onfleet API, making them a flexible tool for teams of any scale or technical setup.
Creating a Task Template
To create a task template, select "Settings" in the bottom left-hand corner of the dashboard. From the "Settings" section, select "Customization" and then select "Task Templates."
In the "Task Templates" table, select "Add task template", then enter a unique name for the template, something descriptive that reflects its use case (e.g., "Cannabis Pickup" or "Restaurant Dropoff").
After you've set the name, select a "Task Type". You can choose one of three options:
- Pickup — only surfaces Custom Fields configured for Pickup or Both
- Dropoff — only surfaces Custom Fields configured for Dropoff or Both
- Both — only surfaces Custom Fields configured for Both
This is important because it controls which Custom Fields are available to attach to the template.
Select the Custom Fields you want included in the template, only fields that match your chosen "Task Type" will be available. If you're adding multiple fields, you can reorder them using the drag icon to match your preferred data entry flow.
Once you are satisfied with the template, select "Save". The template will appear as a selectable option when creating or editing a task, and your team can simply choose the matching "Task Type" and pick your template from the dropdown.
Editing and Deleting Task Templates
To edit or delete a Task Template, go to "Settings", then select "Customization" and click on the "Task Templates" category.
From here, you can hover over the task template name and select the pencil icon to edit the task, or the trash can icon to delete the task.
CSV Import
If you use the Task Import feature, you can include the task template in the import. In your CSV file, add a dedicated column for Task Templates.
In each row, enter the exact name of the Task Template you want applied to that task. Once you import your file, map the Template Field On the Import Mapping screen, map your Task Template column to the corresponding Task Template field in Onfleet.
API Support
In the API, Task Templates are referred to as custom field groups. The base endpoint for all template operations is /api/cfGroups/task.