Task Templates

If you or your emplyees use tasks quite frequently and these tasks are similar. You can use templates instead of creating new tasks every time. Tasks are created every day at 0:00 – according to the schedule and parameters defined by the template

How to create a template

1. First of all please enter a “Templates” section

2. Click “Add” button

3. Fill the task template as a simple task, also specify the task schedule. Tasks will be created according to this timetable:

Each column corresponds to particular employee. After template is created it will appear in the column according to the assigned employee

How to manage a template

You can edit, delete and copy any template you need by clicking corresponding button:

Also you can move the template from one employee to another. Just click move button and then drag and drop the task to another column:

We use сookies to improve our website, products and related services, analyze site traffic, and serve targeted advertisements. If you continue to use our services, you consent to our use of сookies. Read more