For tasks that take place regularly, the templates section allows users to create default task templates that can easily be converted into an 'open' task. This saves users time from having to create the same task from scratch each time.
1. Creating a new task template
Go to Tasks > Task templates
Click on + Task list template
Give the new template a Title and Description
Click Submit
A new template option will now appear within the Task list templates table.
1.1 Adding sub-tasks to a template
Larger tasks can be broken down into sub-tasks allowing users to track the completion of individual steps within one task.
Go to Tasks > Task templates
Locate the relevant template
In the Sub-tasks column, click on the + icon
Enter a Title and Description
Click Submit
The number shown under the Sub-tasks column indicates how many sub-tasks have been added against that main template.
2. How to edit a task template or sub-task
2.1 Updating the main task
Go to Tasks > Task templates
Locate the relevant template
Click on the edit pencil icon located to the left of the task title
Amend the task title and/or description
Click Update
2.2 Updating a sub-task
Go to Tasks > Task templates
Locate the relevant template
Click on the arrow icon on the left hand side of the table
Locate the sub-task to be updated
Click on the edit pencil icon
Amend the task title and/or description as required
Click Update
3. Converting a template to a live task
To convert a task template into a live/open task:
Go to Tasks > Task templates
Locate the relevant template
In the Submit template to task list column, click on the upload icon
Select the property this task relates to
Select the employee who is assigned to this task
Optional, set the employee who is adding this task
Click Submit and add tasks
This task will now appear on the Tasks > Task manager as an 'open' task.
For more information on creating a new task please click here