How to add a Task from a Task Template

Available methods to add a Task from Template Templates

Add Task from Task Template in Settings
Add Task on the Tasks page

1. Add Task from Task Template in Settings

Click the More on the left menu and then select Task Templates.
Click + on the Task Template you want to create Task(s) from.
Select the Client(s) you want to add the Task to.

2. Add Task on the Tasks page

On the Task page, click on the + Add new button and select the Task Template.

Updated on: 27/02/2024