Task Manager: creating templates

Current Task Manager

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1. Go to Task Manager > Templates
2.  Click + Add New Template.
   
   
   • 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.
3. Fill in the general template details. These include the following:
   • Template Name - What your template will be called.
     • This field is required.
   • 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.
     
   • 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.
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.
   
   
   

Video Walkthrough