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

Pre-Task Plan template > Safety form templates > Safety templates

Pre-Task Plan template

Test out the Pre-Task Plan template workflow

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.

~10,000 employees

~500 employees

~25,000 employees

~20 employees

~50 employees

~1,500 employees

~20 employees

Other popular templates you can use and customise for free

Working at Heights Permit template

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

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

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

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.