Articles on: Tasks

How do I create a task template?

Notes: You need a Basic licence to create a task template. The task templates can be used throughout the organisation and can be managed by the organisation admin under "Templates". => How do I delete a task template?

You can create a template from any existing task. To create a template, click Tasks (1.) and then select the Task (2.) from which you want to create a template.

In the detailed view of the task, click on the three dots at the top right (1.) and then on Create Task Template (2.).

A new window will open. Give the task template a name (yellow highlighted area). Then click on the Save button.

Information: The following elements are saved in the task template: title, description, type, visibility, form fields and subtasks.

Updated on: 26/02/2024

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