Matidor 101: Configure Work Templates | Standardize Work Tickets and Geo Work

Learn how to configure Work Templates in Matidor so every work ticket follows the same clear structure and workflow. In this quick tutorial, you will see how template settings control fields, approvals, reminders, and geo enabled work so your team can track tasks consistently across projects.

In this video, you will learn how to:

Open the Work Templates area and reuse the same field structure you set for Project Templates
Enable or disable system fields like description, assignee, status, dates, and hours to simplify work forms
Set email reminders based on start and due dates so nothing slips through the cracks
Require approvals before work can be closed and notify project managers automatically
Add predefined subtasks, including blockers, that appear on every new work item created from the template
Turn on Location to create Geo Work, store LSD locations, and apply dynamic styles driven by dropdown fields

Configuring Work Templates in Matidor helps your team standardize workflows, streamline project tracking, and keep map based work items accurate and easy to understand.

Start setting up your Work Templates in Matidor today. Visit https://matidor.com to learn more or sign up for a free demo.

#Matidor #WorkTemplates #ProjectManagement #WorkItems #GeoWork #FieldTeams #GISMapping #EnvironmentalProjects

Transcript

What This Video Covers

This tutorial explains how to configure Work Templates in Matidor to standardize the structure, fields, approval workflows, reminders, and geo-enabled capabilities of every work ticket created in your workspace. Work Templates define the form that field teams and project managers fill out when logging a task, inspection, or site activity — ensuring consistent data capture, predictable workflows, and map-visible geo work items across all projects.

Who This Is For

This video is for Matidor workspace administrators and project leads setting up standardized workflows, operations managers who need consistent task documentation across multiple field teams, and organizations managing geo work — site-specific tasks tied to map drawings — that need dynamic map styles driven by work status.

Step-by-Step Walkthrough

The tutorial opens the Work Templates area in Workspace Settings. You learn how to enable or disable system fields — such as Description, Assignee, Status, Start Date, Due Date, and Hours — to simplify the work form and only show fields that are relevant to a specific workflow type. Email reminders are configured to send automatically a set number of days before or after the start and due dates, ensuring assignees are notified before deadlines and managers are alerted to overdue items without manual follow-up.

The approval workflow section shows how to require a project manager's approval before a work item can be marked as closed. Pre-defined subtasks are added to the template so that every work item created from it starts with the same required sub-steps. The final section covers enabling Location to create Geo Work items, which are plotted as pins on the project map and can store LSD location data for oil and gas workflows. Dynamic styles are then applied so that work pin icons and colors change automatically based on a Status dropdown field, giving the team a live visual status board on the map.

Key Takeaways

Work Templates in Matidor eliminate the inconsistency and manual setup that comes with letting each team member configure work tickets from scratch. By standardizing fields, reminders, approvals, subtasks, and geo work settings in a single template, your organization creates repeatable, auditable workflows that save time, reduce errors, and give project managers a complete, map-visible picture of work progress across every project site.