Task Templates can be created when frequently creating a task for the same list of activities or action items. Once the Task Template is created, utilize the Task Template when creating the new task, to facilitate and expedite the task creation process.
To create a Task Template:
- Navigate to the Tasks module and select Task Templates
- Click + NEW TEMPLATE on the top right-hand side
- Click Template Name to enter the name of the template
- Click Optional template description to add a brief description
- Click the gray x button to turn it to green, to share the template with other employees in your organization for them to create tasks with it. They cannot edit the Task Template
- Please note, only the organization account and employees with the (Tasks > Task Templates) permission enabled can share Task Templates with everyone. Shared Task Templates are only visible when editing in the creator’s list, but are accessible for other users when creating a task. Once a task template has been shared and saved, access cannot be revoked.
- Click Create
- Click the button under Add a New Task, to start adding action items to the template:
- Click Enter a name for this task to enter the name of the action item
- Due date offset days: enter the number of days after a task is created using this template, this action item will be due. If the due date is 0, the action item will be due the same date the task is created
- Time of day task is due: enter the time of the day when the task created with this template will be due
- Optionally, apply task labels to each task once this template is assigned: add task labels to the template
- Click the save icon to save the action item
- Repeat step 7 to add more action items to the Task Template
- Click Save