What are task templates?
Task templates in Avrios allow fleet managers to standardize and automate procurement workflows by predefining sets of tasks for different procurement types. Instead of manually adding tasks for every new vehicle acquisition, you can apply a prebuilt template to ensure a structured and repeatable process.
These templates help eliminate repetitive work, reduce errors, and ensure every procurement follows company policies—without the need for external tracking tools like Excel.
🚀 How task templates benefit fleet managers
Traditional procurement workflows often rely on manual task lists, spreadsheets, and email follow-ups, leading to inefficiencies and missed deadlines. Task templates in Avrios solve these challenges by:
Eliminating manual tracking: No more Excel spreadsheets to track procurement steps—everything is managed in Avrios.
Saving time: Predefined templates automatically generate tasks, reducing administrative effort.
Ensuring consistency: Every procurement follows the same structured process, reducing human error.
Assigning tasks efficiently: Tasks can be pre-assigned to the right team members, ensuring clear responsibility.
💡 Example: A fleet manager who regularly procures company cars can create a “Company Cars” task template, which includes tasks for offer approval, financing confirmation, registration, and driver assignment—ensuring no critical step is missed.
How to Set Up Task Templates
Fleet managers can set up task templates in Avrios settings and apply them to new procurements effortlessly.
1️⃣ Access the Task Template Settings
1. Go to the “Settings” section in the Avrios sidebar.
2. Click “Task Templates” to access the Task Templates page.
2️⃣ Create a New Task Template
1. Click “Add tasklist template”.
2. Enter a template name (e.g., “Leasing Procurement,” “EV Fleet”).
3. Add tasks under different procurement stages (Offer, Delivery, Registration, etc.).
Set a title – Clearly define what needs to be done.
Require document uploads – Enforce compliance by requiring necessary documents (e.g., lease agreements, insurance papers).
3️⃣ Save and Apply the Template
1. Click “Save” to store the template.
2. When starting a new procurement, apply the template to instantly generate tasks.
💡 Example: A fleet manager procures an electric vehicle and applies the “EV Procurement” template, automatically generating tasks for charging station setup and subsidy application.
Summary – Why Use Task Templates?
With task templates in Avrios, fleet managers can simplify procurement management, ensure consistency, and focus on strategic decision-making instead of administrative tasks.
Automate procurement workflows – Reduce manual effort with predefined tasks.
Ensure process consistency – Standardized steps improve compliance and efficiency.
Eliminate external tracking tools – No more spreadsheets for procurement task management.
📌 Next Steps
Now that you understand the benefits of task templates, start optimizing your procurement workflow:
For any questions, visit our FAQ section or contact Avrios Support. 🚀