Task templates
Archive or unarchive a template
Admins & staff
Hide a template you no longer use, or bring an archived one back.
Where:SidebarTask Templates
- Select Task Templates in the sidebar.
- To archive, select the three-dot menu on the template's row, then Archive, then Archive in Archive Template?.
- To bring one back, tick Show archived, select the three-dot menu on its row, then Unarchive, then Unarchive in Unarchive Template?.
Good to know
- Archived templates are hidden from the list and from the template choices in the Assign Tasks wizard until you unarchive them.
- Tasks already created from a template are not affected.
- Hydi has no way to delete a template, so archive it instead.
Related
- Duplicate a templateMake a copy of a template to use as the starting point for a new one.
- Create a templateSave a reusable set of tasks that you can assign to any client.