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

# Building and managing Copilot task templates

> Set up the checklists Copilot gives each room and the job's General tasks, from Settings on the web app.

**Who it's for:**Admin

**Available on:**Web

A task template is the checklist Copilot hands a room, or the job as a whole. See [What is Copilot](https://help.truerestore.ai/articles/what-is-copilot.md) for how the checklist behaves on a job, and [Working through location tasks](https://help.truerestore.ai/articles/working-through-location-tasks.md) for how your crews tick it off. Admins manage templates on the web app under **Settings → Task templates**; only administrators can change them.

The page has two libraries: **General Tasks**, the templates for a job's General tasks, and **Room templates**, the templates for rooms. Each one lists **Your templates**, the ones your company built, and **Built in**, the ones TrueRestore ships. Open any template to see what it contains. Built-in templates cannot be changed: **Duplicate** one to make your own version.

From the list you can:

* start a **New template** from scratch,
* **Duplicate** a template,
* **Make company default** for a template,
* **Delete** a template your company created.

In the builder you give the template a name, pick its icon and colour (the tile and name your crews see on the checklist), then add tasks from the task kinds: photos, a video, a 360° capture, a location map, a reading, a document, a form, and so on. Each task has its own settings for what it asks for, such as the photo type the camera opens on, or the form or e-signature document it links to. Drag tasks to set the order crews see them in, check the live preview beside the list, then save.

* **Which template applies:** your company default applies to every job unless something more specific overrides it. A template set for a damage type wins over the default, and a template picked for a particular job or room wins over that.
* **Changing one room's template:** open the room and use the template chip on its **Tasks** tab, next to its progress. That's also where office staff can add a one-off task with **Add task to this room**; it's tagged **Custom** and exists only on that room. **Add task to this job** does the same for the job's General tasks.
* **Same templates everywhere:** these are the templates your field crews see in the mobile app.
* **Deleting a template:** rooms using a room template switch to their job's template, which comes from the damage type unless the job picked one. Jobs using a General Tasks template switch to the company default. This can't be undone.


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