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Task Template Groups (Customer Guide)

Task Template Groups let you bundle multiple templates into a single ordered checklist that can be applied to a Job or Load/Leg. A template can belong to multiple groups.

Why Groups?​

  • Keep consistent ordering per workflow (pickup vs delivery vs hazmat)
  • Apply multiple tasks with one action
  • Configure auto-apply rules (trucking-friendly triggers)

Creating a Group​

  1. Go to Settings → Task Templates → Groups
  2. Click Create Group
  3. Set:
    • Group Key (unique identifier)
    • Title / Description
    • Scope (Company or System)
    • App Type / Industry
    • Applies To (Job, Load/Leg, Both)
  4. Add templates to the group
  5. Set each template’s group order (this overrides the template’s default order)
  6. Save

Applying a Group to a Job or Load/Leg​

When applying a group you can choose a mode:

  • Dedupe: Only creates tasks that don’t already exist (based on template).
  • Override: Removes existing tasks created from templates in that group and recreates them.

Auto-Apply (Trucking)​

Groups can be configured to auto-apply when certain events occur:

  • Load created (leg_created)
  • Driver assigned (leg_assigned)
  • Load status change (leg_status) — optionally match a specific status
Safe rollout

Auto-apply groups may be disabled by default per company. If auto-apply doesn’t run, ask your admin to enable the feature flag for your tenant.