Task templates

Assign a template with the wizard

Admins & staff

Choose a template and one or more clients, then send the tasks now or save them as drafts.

Where:SidebarAssign Tasks

Select Assign Tasks at the top of the sidebar, then select Use a Template.
On Choose a Template, select the template, then select Continue. Use Search templates... to find it.
Check the Base date, then select Continue. Each task's due date counts forward from it.
Select the client. To pick more than one, turn on Assign to multiple clients first, then select each client.
Select Continue.
On Review and Send, select Send Now and confirm in Send now?, or select Save as Draft.

Good to know

With several clients, tasks do not include the template's links, attached documents or forms.
Save as Draft for several clients leaves draft tasks that you activate one at a time from Tasks.
If sending would take you over your plan's limit on active clients, Send Now fails, and for several clients the tasks already made stay as drafts.

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 a draft task to a clientMake a draft task visible to the client when you are ready.

Send or cancel draft tasks from a bulk assignment

Review the draft tasks made for several clients, then send them or throw them away.

Edit the tasks in a template

Change, reorder or remove the tasks in a template without touching tasks you have already assigned.

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