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.
![](https://storage.crisp.chat/users/helpdesk/website/7ffe47b65f73d800/1_1tti0r2.png)
In the detailed view of the task, click on the three dots at the top right (1.) and then on Create Task Template (2.).
![](https://storage.crisp.chat/users/helpdesk/website/7ffe47b65f73d800/image_xyclcj.png)
A new window will open. Give the task template a name (yellow highlighted area). Then click on the Save button.
![](https://storage.crisp.chat/users/helpdesk/website/7ffe47b65f73d800/3_ff7481.png)
Information: The following elements are saved in the task template: title, description, type, visibility, form fields and subtasks.
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.
![](https://storage.crisp.chat/users/helpdesk/website/7ffe47b65f73d800/1_1tti0r2.png)
In the detailed view of the task, click on the three dots at the top right (1.) and then on Create Task Template (2.).
![](https://storage.crisp.chat/users/helpdesk/website/7ffe47b65f73d800/image_xyclcj.png)
A new window will open. Give the task template a name (yellow highlighted area). Then click on the Save button.
![](https://storage.crisp.chat/users/helpdesk/website/7ffe47b65f73d800/3_ff7481.png)
Information: The following elements are saved in the task template: title, description, type, visibility, form fields and subtasks.
Updated on: 26/02/2024
Thank you!