One way to streamline your team's workflow and save time is by using task templates. Instead of manually assigning tasks every time, you can create a template with pre-populated tasks and details that can be used repeatedly. This not only saves time, but also ensures consistency across all tasks. 

Creating a template

1. On your sidebar, go to Settings
2. Under General section, click on Tasks
3. Click on Add template - located in the upper right corner
4. Define a Template name
5. Hit Confirm

Once you have created a template, you will be able to add tasks.

Adding tasks

1. Click on Add task - located in the upper right corner
2. Fill in the task details:
   • Define a name
   • Add a description
   • Assign task selecting who should complete the task
   • Select a Due date
   • Attach files (if needed)
3. Hit Create task

💡 To edit, duplicate, or delete tasks simply click on the three dots icon.
 

 

 

Importing task template to employees

1. On your sidebar, go to Employees
2. Head to the Employee in question
3. Go to Tasks
4. Click on the three dots icon - located in the upper right corner
5. Select Import a tasks template

6. Choose the template to import

7. Click on Select template