Create templates

Current Task Manager

1. Go to Task Manager > Templates
2.  Click + Add New Template.
   
   
3. Click Select from library to create a template from one of the pre-made library options. Click Create new template to create one from scratch.
   • Regardless of what you choose, you can edit the template before saving it.
4. 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.
5. 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.

6. Select Create Template.
   

Legacy Task Manager

1. From Task Manager > Global Settings > Templates
2.  Click + Add New Template.
   
   
3. 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.
4. 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.

5. Select Create Template.