Creating Task Templates

Design structured forms that define how field data should be collected.

Task Templates are the foundation of the task system in Carbonleap. Before a task can be assigned, a template must exist. Templates define the structure, fields, and data types required for consistent and high-quality data capture.

Creating a template is a guided, multi-step workflow that ensures every template is clear, usable, and aligned with your farm’s operational workflows.

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When to Create a Template

Create a new task template when you want to standardize:

• Field inspections

• Irrigation checks

• Cover crop maintenance

• Pest or disease scouting

• Operational work logs

• Any recurring activity requiring structured data

Templates ensure data consistency and simplify task assignment for your team.

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Template Creation Workflow

Creating a Task Template is a 3-step wizard:

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Step 1 — Set the Context

Provide the basic definition of the template.

You will enter:

• Template Name A clear name (e.g., “Irrigation Line Inspection”, “Cover Crop Maintenance Log”).

• Template Description A brief explanation of what this task is meant to capture.

These details help your team understand the purpose of the template and assist Carbonleap AI in generating structured form fields.

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Step 2 — Design the Template

This is where you build the structure of the task.

You can either:

• Use the AI Assistant to generate form fields automatically, or

• Manually add question fields with full control over input types.

Supported Form Field Types

• Text inputs

• Numbers

• Dates

• Dropdown selections

• Multi-select options

• Yes/No toggles

• Free-form notes

Additional Capabilities

• Mark fields as required or optional

• Group fields for better structure

• Add multiple sections (e.g., “General Info”, “Maintenance Details”)

• Add custom labels and helper text

Your template should include all information a worker must provide for the given task.

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Step 3 — Preview & Publish

The final step shows a full preview of how the form will look to users.

Here you can:

• Review field order

• Validate required inputs

• Ensure clarity and readability

• Confirm the template matches your operational needs

When ready, click Finalize & Publish. Publishing a template makes it immediately available for task assignment.

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Editing Templates

After publishing, you can:

• Update the template structure

• Add or remove fields

• Adjust labeling or instructions

Changes do not affect tasks already assigned but apply to future tasks created from that template.

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Where Templates Appear

All published templates appear in the Manage Tasks listing. From here you can:

• Edit templates

• View template metadata

• Assign tasks based on the template