Task templates allow you to quickly create tasks for both yourself and your clients. This article provides instructions on how to set up, manage and use templates in your account.
- Creating a Task Template
- Creating a Template from an Existing Task
- Using Task Templates
- Managing Task Templates
Creating a Task Template
1) Go to My Schedule > My Tasks then click the Fast Action Button in the bottom-right corner. Select Create template from the options provided:
2) In the popup, select the template type (i.e. for client tasks or personal tasks) and provide an organizational label for your template:
3) Enter the task details (e.g. name, notes, due date, and recurrence options) then click Save.
Creating a Template from an Existing Task
You can also create templates from existing tasks. On your My Tasks page, click the More Options Menu (3 dots) next to a task and select Save as template from the options provided:
Using Task Templates
Once you've set up a template you'll be able to apply it to a new task by clicking Use template in the bottom-left corner of the Create Task popup:
You'll see a list of client-specific templates if you're creating a task for a client. Similarly, personal task templates will be displayed if you're creating a task for yourself or a team member.
Templates can also be used when creating new tasks for program modules and setting up task automations.
Managing Task Templates
You can edit, duplicate, share, and delete templates by clicking the Templates tab on your My Tasks page:
