Templates

Most building work repeats: the same slab cycle on every floor, the same finishing sequence in every flat. A template is a saved list of those steps. Using it adds all the steps to the plan as tasks, already grouped and linked, so a ten-floor slab plan takes minutes.

How templates work#

1. Make or pick a template — e.g. Column casting: steel tying → shuttering setup → concrete pouring → curing → de-shuttering → debris clearing. Each step has a normal duration, and whether it follows the step before it.
2. Group the steps — in the editor, › puts a step inside the one above it (a group) and ‹ takes it out. Groups become parent tasks on the plan.
3. Use it on a project — choose the start date and the floors. All steps are added as tasks, linked one after another.
4. Adjust on the plan — the added tasks are normal tasks. Changing the template later does not change tasks already added; it only affects the next time you use it.

The Templates screen#

Open Templates (Admin group). The list shows every template with its description; ready-made ones are tagged Built-in. Each has Edit steps (or View) and Use on the plan. Templates are shared by all projects.

Edit a template#

At the top: Template name, Category and Description. Below, one row per step:

Column	What to enter
Step	The step name, with ‹ / › to group. A step with steps indented under it shows in bold.
Days	Normal duration, e.g. 2 for steel tying, 7 for curing.
Lag	Days of gap after the step before, e.g. 1.
Link	Ticked = starts after the step before it.
Recorded	Floor or Flat, and tracking Days, Units or Qty.
Rooms / materials	Rooms for flat steps (e.g. Bathroom, Kitchen) and a comma-separated materials checklist (e.g. Steel bars, Binding wire).
Flags	Ancillary (curing, cleaning) and Sign-off (needs sign-off when done).

Use ↑ / ↓ to move a step, + to add a step below, and × to delete one. Tap Save template, or Back to leave without saving.

Make a new template#

Tap New template, give it a name and category, and add steps. A good way to start is to write the steps exactly as your site does them, with your usual durations.

Delete a template#

Delete appears for templates you made (not built-in ones). A template that has been used on a plan can’t be deleted — rename it instead.

Use a template on the plan#

1. Start — tap Use on the plan on the Templates screen, or From template on the Plan.
2. Template — pick it from the list (shown with its category).
3. Start date — the first step starts here; the rest follow in order. It starts as today once the project has started, otherwise the project start date.
4. Floors — which floors these tasks are for: 3 for the 3rd floor, 0 for the stilt floor, 1-4 for several. Blank means the whole building.
5. Name on the board — optional, e.g. 3rd floor columns. Otherwise the group is named after the template.
6. Tap Add to plan.

Konkat adds one parent task with every step under it — grouped as in the template, linked one after another with the lags, and with durations, materials and rooms filled in. Steps marked Sign-off need sign-off when done.

Who can do what#

• Use on the plan needs Edit the plan on the project.
• Saving a template needs an account type of Owner, Admin or Engineer (People screen).
• Deleting a template needs an account type of Owner or Admin.

Common questions#

I edited the template. Why didn’t the plan change?#

By design. Tasks on the plan are a copy. Edit them on the plan, or delete and re-add them from the template if nothing is recorded on them yet.

The steps came in with “Ground” in their names.#

Use Project setup → Units → Rename existing names… and tick Also rename steps in the template library. See Floors and units.

Related: The Gantt chart · Sub tasks and order · Links and dependencies