Tue, 10/08/2024 New feature added: Task templates to prefill repeated Tasks Pro & Express

Tyler MacDonald Updated by Tyler MacDonald

We have add a new option for Tasks!You can create task templates that will prefill the title and description of the task.  This is great for creating a task checklist or even as simply as not having to write a repeated task over and over again.You should see some already created in your account when creating a new task - called the Task template field. To edit or create new ones.  Go to Settings > Workflow > Task templates and either edit one of the existing ones or click the button to create your own!

Here is what a task template can look like.  It will pre-fill the Title and Description.  These can be edited or added to as needed for unique scenarios.

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