HydiHelp
Task templates

Edit a template's name and description

Admins & staff

Change what a template is called or how it is described.

Where:SidebarTask TemplatesTemplate name

  1. Select Task Templates in the sidebar, then select the template.
  2. Select Edit.
  3. Change the Name or Description.
  4. Select Save Changes.
Good to know
  • You can also select the three-dot menu on a template's row in the list, then Edit.
  • Hydi refuses a name that another template already uses.

Related

Edit the tasks in a template

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

Duplicate a template

Make a copy of a template to use as the starting point for a new one.