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How to create and assign task templates?

Speed up the task assignment process by using task templates

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. 

💡 By utilizing task templates, you can make the task assignment process faster and more efficient.

 

 


 

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

How to create and assign task templates-actions-EN
 

 


 

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
How to create and assign task templates-import-EN

6. Choose the template to import

7. Click on Select template

 


 

❗If you want your employees to manage the task feature, activate the manage tasks permission. Discover more by reading About tasks permissions

 

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