Task templates
Reuse sets of tasks across clients.
How do I…
- Create a templateSave a reusable set of tasks that you can assign to any client.
- Add tasks to a templateBuild up a template with the tasks you give to clients again and again.
- Assign a template to a clientCreate all of a template's tasks for one client as active tasks.
- Assign a template to several clientsCreate a template's tasks for many clients at once, as drafts you review before anything is sent.
- Send or cancel draft tasks from a bulk assignmentReview the draft tasks made for several clients, then send them or throw them away.
- Assign a template with the wizardChoose a template and one or more clients, then send the tasks now or save them as drafts.
- Edit the tasks in a templateChange, reorder or remove the tasks in a template without touching tasks you have already assigned.
- Edit a template's name and descriptionChange what a template is called or how it is described.
- Duplicate a templateMake a copy of a template to use as the starting point for a new one.
- Archive or unarchive a templateHide a template you no longer use, or bring an archived one back.
- Start from your industry's sample templateCopy the sample template Hydi added for your type of business and make it your own.