Create a task template Last updated: Sep 10, 2022

A task template is a way of reusing the information entered on a task being created in the future. Before you create the task, simply save it as a template with a name you can remember. 

(below you can see the option to save the input as a template before hitting create a task)



To use the template in the future, navigate to the New Task page, then,

  • Navigate to Options > Templates
  • Click on Templates
  • Next to the template you want to use, click apply and the data will auto-populate.