How do I create a task using a task template?
Note: To perform this action, you need a Basic license.
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.).
![](https://storage.crisp.chat/users/helpdesk/website/7ffe47b65f73d800/image_16kcpmn.png)
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.).
Information: When a template is selected, the modal shows the titles of contained tasks and their subtasks. Thereby the levels are shown by indentations.
![](https://storage.crisp.chat/users/helpdesk/website/7ffe47b65f73d800/image_y6hej1.png)
You can now add to and edit the task created from the template by clicking the Edit button (1.).
![](https://storage.crisp.chat/users/helpdesk/website/7ffe47b65f73d800/image_8lxbp1.png)
In der Detailansicht der Aufgabe können Sie:
Change the type to "Deficiency " (1.).
Redefine/customize the title (2.).
Determine if the task should be visible company-wide or only to yourself (3.).
Define a responsible person for the task (4.).
Set the due date (5.).
Define the location (6.).
Select and insert a distribution group (7.).
Edit the description (8.) for the task.
Add a plan marker (9.) as well as other various attachments (10. to 13.).
Add a subtask or a Form to your task by clicking the +Add Subtask or the Form* button (14.).
Save the task as a draft or assign it directly by clicking the Save and Assign button (15.).
![](https://storage.crisp.chat/users/helpdesk/website/7ffe47b65f73d800/image_1auolvv.png)
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.).
![](https://storage.crisp.chat/users/helpdesk/website/7ffe47b65f73d800/image_16kcpmn.png)
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.).
Information: When a template is selected, the modal shows the titles of contained tasks and their subtasks. Thereby the levels are shown by indentations.
![](https://storage.crisp.chat/users/helpdesk/website/7ffe47b65f73d800/image_y6hej1.png)
You can now add to and edit the task created from the template by clicking the Edit button (1.).
![](https://storage.crisp.chat/users/helpdesk/website/7ffe47b65f73d800/image_8lxbp1.png)
In der Detailansicht der Aufgabe können Sie:
Change the type to "Deficiency " (1.).
Redefine/customize the title (2.).
Determine if the task should be visible company-wide or only to yourself (3.).
Define a responsible person for the task (4.).
Set the due date (5.).
Define the location (6.).
Select and insert a distribution group (7.).
Edit the description (8.) for the task.
Add a plan marker (9.) as well as other various attachments (10. to 13.).
Add a subtask or a Form to your task by clicking the +Add Subtask or the Form* button (14.).
Save the task as a draft or assign it directly by clicking the Save and Assign button (15.).
![](https://storage.crisp.chat/users/helpdesk/website/7ffe47b65f73d800/image_1auolvv.png)
Updated on: 05/07/2023
Thank you!