At Xenia, we're constantly looking for ways to enhance your operational efficiency and streamline your workflow. That's why we're excited to introduce our latest feature:Task Templates. This innovative addition is set to revolutionize the way you create, manage, and analyze tasks across your organization.
Pre-set Fields for Tasks with Task Templates
Why You'll Love It
Quick Task Creation:With preset, pre-filled fields, you can now create tasks faster than ever. Task Templates allow for the rapid deployment of routine tasks, ensuring consistency and saving valuable time.
Insightful Data Analysis:Develop a historical dataset to see which templates are used most frequently. This insight enables you to optimize your task management strategies for even greater efficiency.
Enhanced Routing System:Our Task Templates feature facilitates a more efficient multi-department, multi-person task routing system, making it easier to assign and manage tasks across your team.
New Automation Feature: Automatically create tasks based on specific responses within a template.
View Saved Task Templates
Key Features
Accessible from Sidebar Navigation:Find Task Templates as a convenient option under Tasks & Work Orders on the sidebar navigation, streamlining your workflow right from the get-go.
Flexible Due Dates:Set relative due dates for tasks created from templates, ensuring deadlines are always relevant and automatically adjusted based on the creation date.
Location Options:Choose between using the assignee’s default location or the template’s default location for each task, offering flexibility and precision in task assignment.
Image Capture Requirement: Enhance accountability and evidence collection by requiring image attachments for task completion.
Custom Notifications:Decide who gets notified when a task template is used, keeping relevant team members in the loop.
Imagine a scenario in your daily operations checklist where a question asks, "Is the emergency exit lighting functional?" If the answer is "No," our system automatically triggers the creation of a maintenance task, assigning it to your designated safety officer, complete with all necessary details such as location, urgency, and a relative due date set to ensure compliance within 24 hours. This automation not only streamlines task creation but also ensures critical maintenance issues are addressed promptly, enhancing safety and compliance across your facilities.
Task Templates Manager:Create, edit, delete, or use templates with ease. Our user-friendly interface ensures managing your templates is straightforward and efficient.
Saved Task Templates:View all your templates at a glance, complete with important attributes, making it easier to select the right template for the job.
Explore the Task Templates feature and the new automation capabilities by logging into Xenia. See firsthand how they can revolutionize your task management and elevate your operational efficiency. Please note, the Task Templates feature is a premium add-on, designed to bring even greater value to your Xenia experience. To learn more about how to access this feature and discuss pricing options, please contact kumeil@xeniaplatform.io
Dive into this feature by logging into your Xenia account today. For a step-by-step guide on how to utilize these updates, visit ourHelp Center.
Thank you for your continued trust in Xenia. We're excited to see how these updates will further streamline your operations and support your team's success.
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