Task templates

Edit the tasks in a template

Admins & staff

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

Where:SidebarTask TemplatesTemplate name

Select Task Templates in the sidebar, then select the template.
Under Task Definitions, change anything you need in a task.
To move a task, use the up and down arrows beside it.
To remove a task, select the bin icon beside it, then select Remove in Remove Task?.
Select Save.

Good to know

Changes apply only to tasks you assign afterwards, not to tasks already created from the template.
Reordering and removing take effect only when you select Save.

Add tasks to a templateBuild up a template with the tasks you give to clients again and again.
Duplicate a templateMake a copy of a template to use as the starting point for a new one.

Assign a template with the wizard

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

Edit a template's name and description

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

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