What are task templates?
NEXT tasks - like User Interviews - encode the industry best practices of how to innovate. With task templates, you can encode and distribute your organization-specific best practices.
In its essence, task templates are shortcuts that create a task and pre-fills it with pre-configured values. Task templates are most comparable to PowerPoint/Word templates: The template gives you a head start by pre-filling the document. Yet, you could have achieved the exact same result by manually filling the document.
Task templates can be based on standard tasks (e.g. User Interview) or on Custom Tasks (i.e. task without instructions/videos).
Tasks created based on a template don't update if the template changes because the pre-filled values are literally copied into the task on creation.
Example use cases
These are common scenarios for task templates:
- Tasks that exists only in your organization
Example: The "Risk Self Assessment Questionnaire" template is based on a Custom Task. The template has the questionnaire attached as a Word document and contains the description as in the notes field.
- Distribute organization specific documents with standard tasks
Example: The "User Interview" template is based on a standard User Interview. The template has your organization's template for user interviews attached.
Hint: Hide the standard User Interview task from users, so they see only your template.
- Match your terminology
Example: The "Field research" template is based on a standard Wild Safari. The name is set to "Field research", so that your users recognize this term commonly used in your organization.
Hint: Hide the standard Wild Safari task from users, so they see only your template.
How to create a task template?
You can create and manage your task templates in the "Customization" section of the Administration app. Open the step to which you want to add the template and click the "Add task template" link.