Task Catalogs

Reusable libraries of standardized task templates for projects.

What are Task Catalogs?

Task catalogs are collections of pre-configured task templates organized by project type or scenario.

Think of catalogs as:

• Standard operating procedure checklists
• Proven task sequences from past projects
• Best practices captured as reusable templates

Why Use Task Catalogs?

✅ Consistency - Define standard operating procedures
✅ Completeness - Ensure all necessary tasks are documented
✅ Efficiency - Build complex templates once
✅ Best practices - Capture lessons learned in a reusable format

Viewing Task Catalogs

1. Go to Tasks → Catalogs
2. See all available catalogs
3. Filter by catalog type, created date, or last updated

Note: The Catalogs section is only visible if your role has the required permissions (capability-gated).

Creating a New Catalog

See detailed guide

Quick steps:

1. Go to Tasks → Catalogs
2. Click Create New Catalog
3. Fill in the name, category, and description
4. Save the catalog
5. Use the catalog tabs to add items, configure rules, and review changes

Catalog Tabs

When you open a catalog, you will see the following tabs:

Tab	Description
Overview	Catalog name, description, category, and status (Active, Draft, Archived).
Rules	Automation rules for the catalog (selection, timing, setup).
Pending Reviews	Track approval status for template changes submitted by team members.
Change History	Audit trail of all modifications to the catalog.

Managing Catalogs

Editing a Catalog

1. Open catalog
2. Click Edit
3. Modify catalog details, add/remove items, update rules
4. Save changes

Note: Catalogs serve as templates and can be updated at any time.

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Related:

• Creating Task Catalogs - Detailed creation guide
• Catalog Items - Managing individual tasks
• Task Management - Using catalog tasks
• Tasks Overview - Module overview