---
title: "Create and edit workflow task templates"
slug: "create-and-edit-workflow-task-templates"
updated: 2026-10-16T02:45:40Z
published: 2026-10-16T02:45:40Z
canonical: "help.servicetitan.com/create-and-edit-workflow-task-templates"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Create and edit workflow task templates

## Overview

Task templates let administrators build reusable sets of tasks for the Production Queue and Insurance Sales Queue. You can now create, edit, and organize templates directly in ServiceTitan Settings. This saves time and keeps your team's workflows consistent across every job.

---

### 

#### Who uses this feature

- Administrators
- Applies to all business types
- Applies to all trades

#### Feature configuration

- Account configuration is required to use this feature. Please contact [Technical Support](http://go.servicetitan.com/ask) for details.
- The *create and edit task templates* permission is required to use this feature. Please contact the account administrator on your team.

## Things to know

- Task templates are available for two queue types: Production Queue and Insurance Sales Queue.
- Templates use **Duration** (a number of days) instead of fixed due dates, so each task's deadline is calculated when the task becomes active.
- Tasks within a template can have dependencies. A dependent task becomes active only after all of its blocking tasks are completed.
- Deactivating a template removes it from the *Apply Task Template* dropdown but keeps it visible in Settings. You can reactivate it at any time.
- Deleting a template is a soft delete — the record is archived and recoverable. Contact [Technical Support](https://go.servicetitan.com/#/ask) to restore a deleted template.

## Best practices

- Use the ServiceTitan library templates as a starting point when creating your first *Production* or *Insurance* template. They include pre-built tasks that cover standard workflows and are faster to customize than building from scratch.
- Save a new template as **Inactive** while you're still building it out, then activate it when it's ready to use.
- For sequential workflows, set each task to be blocked by the previous one. This creates a step-by-step chain where each task unlocks the next.
- Duplicate an existing template when you need a variation — for example, adapting a Production template for the Insurance queue. Rename the copy immediately to avoid confusion.

## Grant task templates permissions

Before an employee can create or edit templates, you must assign them the correct permission through their role.

1. Go to the top toolbar and click **Settings** ![A simple icon representing a settings gear. ](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A49%3A47Z&se=2026-11-01T20%3A49%3A47Z&sr=c&sp=r&sig=nw3%2FiehTM8v5ZLkcY0DOKfOxK0rd2nM8IngA3pW3Zgs%3D).
2. In the side panel, go to **People > Role Permissions**.

> [!NOTE]
> **Note:** You can also update the permission by individual employees, go to **Settings** ![A simple icon representing a settings gear. ](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A49%3A47Z&se=2026-11-01T20%3A49%3A47Z&sr=c&sp=r&sig=nw3%2FiehTM8v5ZLkcY0DOKfOxK0rd2nM8IngA3pW3Zgs%3D) **> People > Employee** and update the permissions.
3. Click **Edit** next to the role you want to update.
4. Find the **Create and Edit Task Queue Templates** permission and select it.
5. When finished, click **Save**.

> [!TIP]
> **Tip:** Updating permissions through Role Permissions applies the change to all employees in that role at once. For more, see [Set permissions for an employee or technician role](/roofing/docs/set-permissions-for-an-employee-or-technician-role).

## Access Workflow Templates

1. Go to the top toolbar and click **Settings** ![A simple icon representing a settings gear. ](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A49%3A47Z&se=2026-11-01T20%3A49%3A47Z&sr=c&sp=r&sig=nw3%2FiehTM8v5ZLkcY0DOKfOxK0rd2nM8IngA3pW3Zgs%3D).
2. In the side panel, go to **Workflows > Workflow Templates**. ![A user clicks on the highlighted 'Workflow Templates' option in a sidebar menu.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-edit-workflow-task-templates-image-4ub0w73v.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A49%3A47Z&se=2026-11-01T20%3A49%3A47Z&sr=c&sp=r&sig=nw3%2FiehTM8v5ZLkcY0DOKfOxK0rd2nM8IngA3pW3Zgs%3D)The *Workflow Templates* page opens, showing all existing templates for your Production and Insurance queues.

## Create a task template

You can start from a pre-built library template or build one from scratch.

### Option 1: Start from a library template

Starting from a library template is the recommended approach, especially for new accounts.

1. On the *Workflow Templates* page, click **Create > Start from Library**. ![Dropdown menu showing options to create a new template or select from library.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-edit-workflow-task-templates-image-cb9qmycs.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A49%3A47Z&se=2026-11-01T20%3A49%3A47Z&sr=c&sp=r&sig=nw3%2FiehTM8v5ZLkcY0DOKfOxK0rd2nM8IngA3pW3Zgs%3D)
2. In the *Task Template Library* pop-up, select the template you want to use as a starting point. ![Task template library showing options for Insurance Sales and Production with selection button.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-edit-workflow-task-templates-image-wazdp6j7.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A49%3A47Z&se=2026-11-01T20%3A49%3A47Z&sr=c&sp=r&sig=nw3%2FiehTM8v5ZLkcY0DOKfOxK0rd2nM8IngA3pW3Zgs%3D)ServiceTitan provides two pre-built production templates:
  1. **Production Queue Template:** Includes approximately 11 pre-built tasks that cover a standard production workflow.
  2. **Insurance Queue Template:** Includes approximately 20 pre-built tasks designed for a standard insurance workflow.
3. Update the **Title**, **Template type**, **Description**, and **Active** toggle as needed. ![Insurance sales workflow template with active status and description for claim process.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-edit-workflow-task-templates-image-qiar2y1x.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A49%3A47Z&se=2026-11-01T20%3A49%3A47Z&sr=c&sp=r&sig=nw3%2FiehTM8v5ZLkcY0DOKfOxK0rd2nM8IngA3pW3Zgs%3D)
4. Add, edit, or remove tasks to match your workflow. For more, see [Add tasks to a template](/roofing/docs/create-and-edit-workflow-task-templates#add-tasks-to-a-template) section later in this article. ![Insurance sales workflow template with active status and description for claim process.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-edit-workflow-task-templates-image-18b7s4n3.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A49%3A47Z&se=2026-11-01T20%3A49%3A47Z&sr=c&sp=r&sig=nw3%2FiehTM8v5ZLkcY0DOKfOxK0rd2nM8IngA3pW3Zgs%3D)
5. When finished, click **Save**.

### Option 2: Start from scratch

1. On the *Workflow Templates* page, click **Create > New Template**. ![User selecting 'New Template' option from the dropdown menu in a software interface.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-edit-workflow-task-templates-image-haa5170b.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A49%3A47Z&se=2026-11-01T20%3A49%3A47Z&sr=c&sp=r&sig=nw3%2FiehTM8v5ZLkcY0DOKfOxK0rd2nM8IngA3pW3Zgs%3D)
2. Fill in the template details: ![Workflow template interface showing options to name and add tasks.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-edit-workflow-task-templates-image-euphm8js.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A49%3A47Z&se=2026-11-01T20%3A49%3A47Z&sr=c&sp=r&sig=nw3%2FiehTM8v5ZLkcY0DOKfOxK0rd2nM8IngA3pW3Zgs%3D)
  1. **Name your template:** The name of the template
  2. **Task Template Type:** *Production* or *Insurance* task type
  3. (Optional) **Template description:** A brief summary of what this template is for
  4. **Active toggle:** Status of the template. Set to **Inactive** while building, switch to **Active** when the template is ready to apply to jobs.
3. Click **Add Task** to build out the task list. For more, see [Add tasks to a template](/roofing/docs/create-and-edit-workflow-task-templates#add-tasks-to-a-template) section later in this article. ![A user clicks the 'Add Task' button to create a new task in the interface.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-edit-workflow-task-templates-image-bjve0qw7.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A49%3A47Z&se=2026-11-01T20%3A49%3A47Z&sr=c&sp=r&sig=nw3%2FiehTM8v5ZLkcY0DOKfOxK0rd2nM8IngA3pW3Zgs%3D)
4. When finished, click **Save**.

## Add tasks to a template

1. In the template editor, click **Add Task**. The task drawer opens. ![A user clicks the 'Add Task' button to create a new task in the interface.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-edit-workflow-task-templates-image-9sctp2qy.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A49%3A47Z&se=2026-11-01T20%3A49%3A47Z&sr=c&sp=r&sig=nw3%2FiehTM8v5ZLkcY0DOKfOxK0rd2nM8IngA3pW3Zgs%3D)
2. Fill in the task details: ![Task management interface showing fields for task name, assignee, duration, and subtasks.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-edit-workflow-task-templates-image-zcndqqez.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A49%3A47Z&se=2026-11-01T20%3A49%3A47Z&sr=c&sp=r&sig=nw3%2FiehTM8v5ZLkcY0DOKfOxK0rd2nM8IngA3pW3Zgs%3D)
  1. **Task Name:** The name of the task
  2. **Assignee:** User the task is assigned to
  3. **Duration:** The number of days until the task is due, calculated from when the task becomes active
  4. **Work Stage:** The stage this task belongs to
  5. **Description:** Optional details about the task
  6. **Subtasks:** Any subtasks nested under this task
  7. **Dependencies:** The tasks this task is blocked by or blocks
3. Click **+ Add Subtask** to add subtasks under the main task.
4. (Optional) Click **+ Add Dependency** to set a dependency.

> [!NOTE]
> **Note:** A task becomes active immediately if it has no dependencies. If it has dependencies, it becomes active once all blocking tasks are completed.

![Form for adding task dependencies with dropdown options and action buttons.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-edit-workflow-task-templates-image-4tv8i6es.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A49%3A47Z&se=2026-11-01T20%3A49%3A47Z&sr=c&sp=r&sig=nw3%2FiehTM8v5ZLkcY0DOKfOxK0rd2nM8IngA3pW3Zgs%3D)
  1. Select the **Dependency Type:**
    1. **Blocks**
    2. **Blocked by**
  2. Select the **Task Name**.
  3. Click **Add**.
5. After you're done, click **Save** in the task drawer.
6. Repeat steps 1–5 for each task you want to add.
7. When finished, click **Save** on the template.

## Manage existing templates

From the *Workflow Templates* page, each template card has a menu with the following options.

1. [Edit a template](/roofing/docs/create-and-edit-workflow-task-templates#edit-a-template)
2. [Duplicate a template](/roofing/docs/create-and-edit-workflow-task-templates#duplicate-a-template)
3. [Deactivate or reactivate a template](/roofing/docs/create-and-edit-workflow-task-templates#deactivate-or-reactivate-a-template)
4. [Delete a template](/roofing/docs/create-and-edit-workflow-task-templates#delete-a-template)

### Edit a template

1. On the template card, click **More**![A simple icon in the shape of three dots, lined up vertically.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-more-vert.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A49%3A47Z&se=2026-11-01T20%3A49%3A47Z&sr=c&sp=r&sig=nw3%2FiehTM8v5ZLkcY0DOKfOxK0rd2nM8IngA3pW3Zgs%3D)and select **Edit**. ![User interface showing options to edit a template in a production environment.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-edit-workflow-task-templates-image-rrtxicmh.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A49%3A47Z&se=2026-11-01T20%3A49%3A47Z&sr=c&sp=r&sig=nw3%2FiehTM8v5ZLkcY0DOKfOxK0rd2nM8IngA3pW3Zgs%3D)
2. Update the title, description, type, active status, or any of the tasks as needed.
3. When finished, click **Save**.

### Duplicate a template

1. On the template card, click **More** ![A simple icon in the shape of three dots, lined up vertically.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-more-vert.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A49%3A47Z&se=2026-11-01T20%3A49%3A47Z&sr=c&sp=r&sig=nw3%2FiehTM8v5ZLkcY0DOKfOxK0rd2nM8IngA3pW3Zgs%3D) and select **Duplicate**. ![A user selects the 'Duplicate' option for a template in a production interface.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-edit-workflow-task-templates-image-2sbex112.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A49%3A47Z&se=2026-11-01T20%3A49%3A47Z&sr=c&sp=r&sig=nw3%2FiehTM8v5ZLkcY0DOKfOxK0rd2nM8IngA3pW3Zgs%3D)A copy of the template is created with *Copy* in the template name.
2. Rename it, and make your adjustments as needed.
3. When finished, click **Save**.

### Deactivate or reactivate a template

1. On the template card, click **More** ![A simple icon in the shape of three dots, lined up vertically.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-more-vert.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A49%3A47Z&se=2026-11-01T20%3A49%3A47Z&sr=c&sp=r&sig=nw3%2FiehTM8v5ZLkcY0DOKfOxK0rd2nM8IngA3pW3Zgs%3D) and select **Deactivate** to hide the template from the *Apply Task Template* dropdown. ![Menu showing options to deactivate a template in a production interface.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-edit-workflow-task-templates-image-c0d581fp.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A49%3A47Z&se=2026-11-01T20%3A49%3A47Z&sr=c&sp=r&sig=nw3%2FiehTM8v5ZLkcY0DOKfOxK0rd2nM8IngA3pW3Zgs%3D)

> [!NOTE]
> **Note:** Deactivated templates remain visible on the Workflow Templates page at the bottom of the list. They are not deleted.
2. To make a deactivated template available again, click **More** ![A simple icon in the shape of three dots, lined up vertically.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-more-vert.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A49%3A47Z&se=2026-11-01T20%3A49%3A47Z&sr=c&sp=r&sig=nw3%2FiehTM8v5ZLkcY0DOKfOxK0rd2nM8IngA3pW3Zgs%3D) and select **Activate**. ![User selects 'Activate' option for the 'Gutter Install' template in a dashboard.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-edit-workflow-task-templates-image-hqrtyr56.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A49%3A47Z&se=2026-11-01T20%3A49%3A47Z&sr=c&sp=r&sig=nw3%2FiehTM8v5ZLkcY0DOKfOxK0rd2nM8IngA3pW3Zgs%3D)

> [!NOTE]
> **Note:** If a template is not active, you can see **Deactivated** on the template card.

### Delete a template

1. On the template card, click **More** ![A simple icon in the shape of three dots, lined up vertically.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-more-vert.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A49%3A47Z&se=2026-11-01T20%3A49%3A47Z&sr=c&sp=r&sig=nw3%2FiehTM8v5ZLkcY0DOKfOxK0rd2nM8IngA3pW3Zgs%3D) and select **Delete**. ![User selects the 'Delete' option from a dropdown menu in a template interface.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-edit-workflow-task-templates-image-hvaplhtf.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A49%3A47Z&se=2026-11-01T20%3A49%3A47Z&sr=c&sp=r&sig=nw3%2FiehTM8v5ZLkcY0DOKfOxK0rd2nM8IngA3pW3Zgs%3D)
2. On the *Delete template?* pop-up, click **Delete** to confirm the deletion of the template.

> [!NOTE]
> **Note:** Deleted templates are archived, not permanently removed. Contact [Technical Support](http://go.servicetitan.com/ask) if you need to recover a deleted template.

## Search and filter templates

Use the controls at the top of the *Workflow Templates* page to find specific templates.

- **Search by title** — type any keyword to find a template by name.
- **Filter by type** — show only Production or only Insurance templates.
- **Filter by status** — toggle between Active and Deactivated templates.

![Workflow templates section with search bar and dropdown options for type and activity status.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-edit-workflow-task-templates-image-cnksjr3j.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A49%3A47Z&se=2026-11-01T20%3A49%3A47Z&sr=c&sp=r&sig=nw3%2FiehTM8v5ZLkcY0DOKfOxK0rd2nM8IngA3pW3Zgs%3D)

## Want to learn more?

- See [Use tasks in the Production Queue](/roofing/docs/use-tasks-in-production-queue)
- See [Use tasks in the Insurance Queue](/roofing/docs/use-tasks-in-insurance-queue)
- See [Set up the Insurance Queue task template](/roofing/docs/set-up-the-insurance-queue-task-template)