- From Task Manager > Global Settings > Templates
- Click + Add New Template.
- Fill in the general template details. These include the following:
- Template Name - What your template will be called.
- This field is required.
- Assignee - Who the template will be assigned to by default.
- Due __ days from creation - The number of days the entire project will be due after its creation.
- Recurrence - How often the project recurs. When choosing Custom..., you will have additional options.
Note: At this time, users can only choose the day of the week. Users will have access to all fields shortly.
- Product - If a product is chosen, a project using this template will be created when that product is activated on an account.
- Template Name - What your template will be called.
- Create the tasks associated with the project. Here, you can set the following fields:
- Task Name - What the task is called.
- Assignee - Who the task will be assigned to when created.
- Due __ days from project creation - How soon after the project is created the task is due.
Note: You can add new tasks by selecting + Add Another Task. Similarly, you can delete tasks by selecting Delete Task.
- Select Create Template.
Create templates
