Task templates
Assign a template to several clients
Admins & staff
Create a template's tasks for many clients at once, as drafts you review before anything is sent.
Where:SidebarTask TemplatesTemplate name
- Select Task Templates in the sidebar, then select the template.
- Select Actions, then Assign to Multiple Clients. If you have unsaved changes to the template's tasks, select Save & Continue when Hydi asks.
- Choose each client in Clients. Search by name or email to find them.
- Check the Base date. Each task's due date counts forward from it.
- Select Create Draft Tasks.
- Hydi opens Confirm Batch, where you send or cancel the tasks.
Good to know
- Nothing reaches your clients until you confirm, because the tasks start as drafts.
- Tasks made this way do not include the template's links, attached documents or forms.
Related
- 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 to a clientCreate all of a template's tasks for one client as active tasks.
- Assign a template with the wizardChoose a template and one or more clients, then send the tasks now or save them as drafts.