Task templates
Send or cancel draft tasks from a bulk assignment
Admins & staff
Review the draft tasks made for several clients, then send them or throw them away.
Where:SidebarTask TemplatesTemplate name
- In Confirm Batch, check the list. The summary shows how many clients are ready and how many have issues.
- To send, select Confirm & Send. Hydi activates every task and tries to email each client.
- To discard everything, select Cancel Batch. Hydi deletes all the draft tasks it created.
- To decide later, select Save as Drafts, then select Cancel to close the assign window. The tasks stay as drafts.
- To send saved drafts later, go to Tasks and activate them one at a time (see Send a draft task to a client).
Good to know
- Drafts stay hidden from clients, with no reminders, until you activate them.
- If sending would take you over your plan's limit on active clients, Hydi refuses Confirm & Send and the tasks stay as drafts.
- Selecting Create Draft Tasks again after Save as Drafts makes a second set of drafts.
Related
- 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.
- Find and filter tasksSearch the task list, or filter it by status, client, tag or overdue tasks.