One task inside a visit task template: a named group of activities that shows as one task card on every visit carrying the template. Visits do not get copies of their tasks when a plan or visit is created. The web and mobile visit screens read the template's entries live, in Sequence Number order, and create the visit's own task record only when the representative first starts or completes an activity under the entry. Adding, renaming, hiding or re-ordering an entry therefore reaches every visit on which nobody has touched that task yet, including visits already planned. An entry with no visible activities is not shown. The work itself (the capture forms, mandatory flags and checklists) is defined on the entry's activities, not on the entry.
Fields
| Field | Label | Type | Required | What it does |
|---|
CanExecuteOutOfSequence | Execute Out Of Sequence | Boolean | | Stored but not used: no visit screen reads it, and tasks are never held to their sequence. Within a task, the order the representative must follow comes from the activities' Mandatory flags. |
CreatedById | Created By | Lookup → UserAccount | Yes | |
CreatedDateTime | Created Date | DateAndTime | | |
Description | Description | Text | | Free-text notes for administrators. It is not shown to the representative on the visit. |
EntryName | EntryName | LongMultiLineText | | A long-text alternative name. It is only used as the task card title when Name is empty. It is on no delivered form. |
Id | Id | Guid | Yes | |
IsHidden | Hidden | Boolean | | Hides the task and all of its activities on visits where nobody has started the task yet, without deleting it. On a visit where the task was already started, it stays visible. Hidden entries are also left out of the day-end must-do and planned-minutes scores. |
IsMandatory | Mandatory | Boolean | | Stored but not used: no visit screen reads it. To make work compulsory, set Mandatory on the entry's activities instead; those are what lock other activities and, on mobile, block a Productive visit close. |
ModifiedById | Modified By | Lookup → UserAccount | Yes | |
Name | Name | Text | | The task card title the representative sees on the visit. It is copied onto the visit's task record when the task is first started. If Name is empty, the entry's EntryName is used, then Task followed by its position. |
OwnerId | Owner | Lookup → UserAccount | Yes | |
RecordId | Record | Text | | Not used by the visit flow. It is on no delivered form. |
RecordTypeId | Record Type | Guid, hidden | | |
SequenceNumber | Sequence Number | Number | | The order of the task cards on the visit, lowest first. Defaults to 0. Give every entry a distinct number starting at 1: entries left at 0 fall back to their list position, which can interleave with numbered entries. The number is copied onto the visit's task record when the task is first started, so re-numbering entries later does not move tasks already started on a visit. |
TaskDuration | Task Duration (Mins) | Number | | The planned minutes for the task. The visit's task card shows it as N mins until the task is started, after which the card shows the elapsed time. It is not used by route or territory optimisation, and the day-end planned-minutes score adds up the activities' durations, not this value. |
TaskType | Task Type | PickList | | A classification of the task. The only delivered value is Perform Visit Activities. It is copied onto the visit's task record, but neither the web nor the mobile visit screen behaves differently by task type. Values: Perform Visit Activities. |
TotalActivities | Total Activities | Calculated (calculated) | | The number of activities defined under the entry, hidden ones included. Calculated, read-only. |
UIProps | UI Props | Text | | |
UniqueIdentifier | Unique entifier | Text, unique | | An optional external key, for example for an integration. It must be unique across the tenant. It is on no delivered form and nothing in the visit flow reads it. |
UpdatedDateTime | Modified Date | DateAndTime | | |
VisitTaskTemplateId | Visit Task Template | Lookup → VisitTaskTemplate | | The visit task template this entry belongs to. Filled automatically when the entry is added from the template's Visit Task Template Entry tab. |
Actions
| Action | Label | Type | What it does |
|---|
BulkDelete | Delete | Delete | Delete |
Clone | Clone | ServerAction (Clone) | Create a copy of this record |
Delete | Delete | Delete | Delete |
DeleteInList | Delete | Delete | Delete |
Edit | Edit | Edit | Edit |
EditInLine | Edit | EditInline | Edit |
EditInList | Edit | Edit | Edit |
New | New | New | New |
NewInLine | New | NewInline | NewInLine |
