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.
Managing Task Templates
You can edit, duplicate, share, and delete templates by clicking the Templates tab on your My Tasks page: