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Managing task-list templates (company library)

System AdministrationFor adminsVerified 18 Sep 20261 min

Creating & cloning

Create a new task-list template from scratch, or clone an existing one as a starting point.

Editing, assigning & deleting

Edit a template's tasks, set which module it belongs to, assign it where needed, or delete templates you no longer use.

Walkthrough video

Every step above, performed once in a demo organisation.

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