Task templates
Assign a template to a client
Admins & staff
Create all of a template's tasks for one client as active tasks.
Where:SidebarTask TemplatesTemplate name
- Select Task Templates in the sidebar, then select the template.
- Select Actions, then Assign to Client. If you have unsaved changes to the template's tasks, select Save & Continue when Hydi asks.
- Choose the Client.
- Check the Base date. Each task's due date counts forward from it.
- Select Assign Template.
Good to know
- The tasks are created as Active and Hydi tries to notify the client, but a failed message does not undo them.
- Each task keeps the template's checklist, links, attached documents and form.
- If the tasks would take you over your plan's limit on active clients, Hydi refuses and creates nothing.
Related
- Assign a template to several clientsCreate a template's tasks for many clients at once, as drafts you review before anything is sent.
- Assign a template with the wizardChoose a template and one or more clients, then send the tasks now or save them as drafts.
- Find and filter tasksSearch the task list, or filter it by status, client, tag or overdue tasks.