Task templates
Start from your industry's sample template
Admins & staff
Copy the sample template Hydi added for your type of business and make it your own.
Where:SidebarTask Templates
- Select Task Templates in the sidebar.
- Find the template marked SAMPLE. Select it to see its tasks.
- Select Actions, then Duplicate. Hydi opens the copy.
- Select Edit to give the copy your own name.
- Change its tasks to suit your business.
Good to know
- Hydi adds the sample template during first-time setup, when you choose your type of business.
- Clearing sample data in Settings deletes the sample template, even if you changed it, but keeps your copy.
Related
- Edit the tasks in a templateChange, reorder or remove the tasks in a template without touching tasks you have already assigned.
- Duplicate a templateMake a copy of a template to use as the starting point for a new one.
- Clear sample dataRemove the sample clients, tasks and templates Hydi added when you set up your account.
- Choose your industryPick your type of business so Hydi adds a sample client, tasks and template for you to explore.