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Applying task-list templates

Tasks & RemindersFor adminsVerified 18 Sep 20261 min

Applying a template

  1. Go to Tasks and select Apply Template.
  2. Choose the task-list template you want to use.
  3. Adjust assignees or due dates if the template allows it.
  4. Confirm to create all the tasks in the template at once.

This saves recreating the same set of tasks manually every time a standard process — like onboarding a new site — comes up.

Walkthrough video

Every step above, performed once in a demo organisation.

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