# Template Task Setup

<span class="ts0">Training Video 2020 - </span>[Click Here](https://vimeo.com/412188958)

<span style="color: rgb(45, 194, 107);">**<span class="ts0"> </span><span class="ts45">Job Costing &gt;</span><span class="ts45">Configuration &gt;</span><span class="ts45">Template Task</span>**</span>

<span class="ts30"> </span><span class="ts6">Template Tasks are only available in the Job Costing Module. They allow the user to define a sort of Bill of Materials with an exception. This task which is created allows one to insert many stock items, service and custom type items into a Task. The task only takes the quantity of the items when setting up, but once inserted into a quote it will pull all cost and selling prices at that time.</span>

<span class="ts6">The task that is created consists of many items, these items are broken up into individual lines within the job management. The customer only sees the name of the task but none of the line items.</span>

<span class="ts6">The line items of the task has costs and selling prices which then make up the overall</span>

<span class="ts9"> </span><span class="ts6">cost and selling of the task.</span>

<span class="ts6">One can have tasks under tasks, it does not matter as the system will always take the lowest lever of items into the managing of the job.</span>

<span class="ts6">The example we will use to show you how a task is setup will be the making of a motor car.</span>

<span class="ts6">Template tasks makes it easy for the users not to understand what the components are made of. It gives the user the detail list of all the items by just selecting the main task.</span>

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-06/scaled-1680-/wiOimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-06/wiOimage.png)

<span class="ts6">To create a template task go to the </span><span class="ts45">Job Costing </span><span class="ts84"> </span><span class="ts45">Configuration </span><span class="ts84"> </span><span class="ts45">Template Task.</span>

<span class="ts6">Click on the </span><span class="ts6">add </span><span class="ts6">button to create a new task.</span>

<span class="ts6">Give a code and Description of the task</span>

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-06/scaled-1680-/LzMimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-06/LzMimage.png)

<span class="ts6">In the figure below you will notice there a small window that opens up to give you some functions to add parent tasks.</span>

<span class="ts6">The menu is divided up into Parent and items tasks. Parent tasks are names of the group of items below it.</span>

<span class="ts6">Menu explained</span>

<span class="ts45">Add Parent Task </span><span class="ts6">- Create another header for items below the main header</span>

<span class="ts45">Add Task </span><span class="ts6">- Creates a name of a header </span><span class="ts6">for task</span><span class="ts6">, this task allows the user to add stock</span><span class="ts6">, custom and service</span><span class="ts6"> items below this header</span><span class="ts6">.</span><span class="ts6"> </span>

<span class="ts45">Add Template Task </span><span class="ts6">– This allows one to add another Template task to be</span>

<span class="ts6">added with all of its children items below</span>

<span class="ts45">Delete Task </span><span class="ts6">- Highlight the task in the tree view to delete it</span>

<span class="ts6">After right clicking on the tree view and then selecting the Add Stock Task option the following window comes up.</span>

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-06/scaled-1680-/SEVimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-06/SEVimage.png)

<span class="ts6">When you click on the save button, you will be brought back to the Template task detail with a new heading under the Main heading.</span>

<span class="ts9"> </span><span class="ts6">To add stock click on the </span><span class="ts6">"PC Stock</span><span class="ts6">” header. </span>

<span class="ts6">Select your stock items and the quantity that is required to complete this task.</span>

![](https://hugeerp0.co.za/csp/webhelp/topics/images/image(2384).png)

<span class="ts6">We have now added many stock items to the parent stock task. </span>

<span class="ts6">After setting up your task click on the close button to be taken back to the Template task search screen.</span>

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-06/scaled-1680-/ZEUimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-06/ZEUimage.png)