Creating Task Manager Templates

How to create fulfillment templates:

1. Navigate to Fulfillment > Open Task Manager > Templates
2.  Click Create template
3. Select Project, Task, or Select from library
4. Click Create new
5. Fill in the general template details. These include the following:
   • Template Name - What your template will be called.
     • This field is required.
   • Tags (optional)
   • Template Type - Custom or Social Calendar
   • Project 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.
     
   • Project details - Note any details about the project you want to add.
   • Advanced settings
     • Associate with Product in the Marketplace - If a product is chosen, a project using this template will be created when that product is activated on an account.
     • Custom fields - Add custom fields
6. 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 or Add task template. Similarly, you can delete tasks by selecting Delete Task.

7. Select Create Template.