Task Templates
If you regularly create similar tasks, save one of them as a template so you do not have to complete all the fields again next time.
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How to Save a Task as a Template
- Open the task card and click the menu icon (⋯) in the upper-right corner.
- Select “Save as Template.”
- In the “Create Template” modal window, enter the template name.
- Click “Create.”
How to Create a Task from a Template
Click “+” on the tasks page to open the “Add Task” form. Click “Select Template” in the lower-right corner of the form. The system will populate the saved settings, and you will only need to adjust the details.
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