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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Create a template subtask

Create template subtasks to add granularity to the transfer order line tasks. For example, before preparing for shipment, for a computer, you may want to create sub tasks for imaging the computer or adding additional software.

Before you begin

Role required: asset_system_admin or inventory_user

About this task

The template subtasks that you create are stored in the Template Subtask [alm_template_subtask] table. When a transfer order line task is created and if subtasks are defined for that transfer order line task, then the subtasks are automatically added to the transfer order line task.

Procedure

  1. Navigate to All > Inventory > Transfer Order Lines > Template Subtasks.

  2. Click New and fill out the form fields (as shown in the table).

    FieldDescription
    Short DescriptionA brief description of the subtask.
    Subtask nameA name for the subtask.
    TaskThe task that this subtask is associated to.
  3. Click Submit.

Parent Topic:Customize transfer order line tasks