Task Manager: creating templates

Current Task Manager

Watch Video Walkthrough

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

Legacy Task Manager

Watch Video Walkthrough

1. From Task Manager > Templates
2.  Click + Add New Template.
   
3. Choose an option to either 'Select from Library' or 'Create New Template'
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.
     
   • 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.
   
   

Video Walkthrough: