Free Pre-Task Plan template (Digital, PDF, printable)

This pre-task plan template streamlines project management by enhancing safety measures, optimising resource allocation, and improving coordination among teams, ultimately leading to increased efficiency and successful project completion.

This template can be used electronically out in the field via mobile or tablet, as well as shared as PDF and printed if you need to share a physical copy.

The digital pre-task plan template comes pre-built with all of the typical fields and sections you need to check off pre-tasks and get signatures, and can be customised with the drag and drop form builder.

Pre-Task Plan template

Preview the full template

Test out the Pre-Task Plan template workflow

Use the interactive Pre-Task Plan template demo below

Use and customise this better digital pre-task plan template for free

This Pre-Task Plan template is powered by Dashpivot.

The Pre-Task Plan template comes pre-built with sections for checklist items, a table for the work plan & permits needed and signatures.
Customise the digital template to your project or team needs with the drag and drop builder so every time your team creates a new PTP to fill out, the fields are already there to fill out.
Capture signatures via manual eSignatures, or scan your teams digital IDs for them to be automatically added to the report.
Share your completed Pre-Task Plans as perfectly formatted, printable PDF or CSV so your team always has access to work safer.

Dashpivot is user friendly software trusted by built world companies of every size all over the world.

Other popular templates you can use and customise for free

Working at Heights Permit template

Mitigate the risk of dangerous and potentially fatal falls - and make the permit approval process seamless.

Lock Out Tag Out template

Use this LOTO template as a framework for doing all of your lock and tag outs properly and safely.

Safety Toolbox Talk template

This toolbox talk template is quick and easy to complete and signoff on site, and keeps all of your toolbox talks neatly organised and professional.

See how other companies are managing their Pre-Task Plans digitally

There's more to Pre-Task Plans than just filling out a well-documented PTP.

Make it easy for your team to plan, capture and sign off on Pre-Task Plans with automated workflows to request a new PTP, and to get signoff on completed PTPs with automatic notifications.

Allow your team to access Pre-Task Plans on site via their mobile or tablet so they're always working off of the latest version.

Integrate your Pre-Task Plans with the rest of your safety processes

If you're running Pre-Task Plans, you're going to be running other safety processes with their own documentation.

Integrate your Pre-Task Plans with the rest of your health and safety processes, so everything is in one place and easy for your team to find.

Sitemate builds best-in-class software tools for built world companies.

Click here to use this template for free

Contact

Platforms

Systems

Popular Apps

Resources

English (United States)

English (Australia)

English (UK)

English (New Zealand)

English (South Africa)