Task templates
Create a template
Admins & staff
Save a reusable set of tasks that you can assign to any client.
Where:SidebarTask Templates
- Select Task Templates in the sidebar.
- Select Create Template. If you have no templates yet, select Create your first template instead.
- Enter a Name. Add a Description if you want a reminder of what the template is for.
- Select Create Template.
- Hydi opens the new template so you can add its tasks.
Good to know
- A new template has no tasks, and Hydi refuses to assign a template with no tasks.
- Every template needs its own name, and an archived template still holds its name.
Related
- 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.
- Start from your industry's sample templateCopy the sample template Hydi added for your type of business and make it your own.
- Onboard a clientAdd a new client yourself, or send them an invitation to fill in their own details.