How do I create a task using a task template?

To create a task using a task template, click Tasks (1.) in the menu and then click the Import button (2.). Then in the pop-up window click Task Template (3.).

A window will open. Here you can select/click the Task template (1.) you want to use. Confirm the selection by clicking the Import button (2.).

You can now edit the task created from the template. Click once (1.) to open the page window, or double-click to go to the detailed view. You can now click the three dots (2.) in the upper-right corner of the page window and then click Edit (3.).

In the task's detail view, you can:

• Change the type (1.).
• Edit the title (2.).
• Determine if the task should be visible company-wide or only to yourself (3.).
• Assign a responsible person for the task (4.).
• Set the due date (5.).
• Define the location (6.).
• Select and insert a distribution group (7.).
• Set the priority of the task (8.).
• Edit the description (9.) for the task.
• Add a plan marker (10.) as well as other various attachments (11. to 13.).
• Add a subtask by clicking on + Add subtask (14.).
• Add form fields, by clicking on + Add Form Field (15.).
• Save the task as a draft or assign it directly by clicking the Save and Assign button (16.).

Updated on: 24/07/2026