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Create a task template
Create a task template

Task template for common tasks and workflow automation

Dalibor Ivkovic avatar
Written by Dalibor Ivkovic
Updated over a year ago

User with admin permissions can create task templates. Templates are used for common tasks and for task workflow automation (i.e. assigning tasks to a team member as deal changes stage).

Create task template

Go to Settings > Tasks and click on '+Add New' button.

In a new dialog, add task name (1), any comments (2) and if required add a subtask (3). When everything is set, click on 'Save' button to create the template (4).


Use task template

Task template can now be added to a deal or under the main Task tab on the navigation menu.  To call the template, simply type first three letters of Task Name (1) and it will pre-populate the saved task template.

Then assign other team member if required (2) and set up due date (3). Users can modify template by adding more information to any field. Click on 'Add' button (4) to create new task.


Task templates can also be used in your stage automations.

More on task automation can be found here.

If you are interested in customizing your task reminders, please jump to this article.

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