You can create and save task templates from your Account Settings. Please note that while any user can access previously created  Task templates, only the creator or admin users can edit existing templates. To get started, click Templates on the global navigation bar.

License/permissions:

• Roles: Admin
• Permissions: Staff; Task Templates 

1. Click Create New on the Task Templates screen.

2. Complete the Basic information.

• To put off assigning any team members until the task template is utilized, make sure Set a default team member to receive notifications is set to green.
• To select an assignee, toggle the switch to gray.
• Click the Add Assignee field to select team members to assign.
• Click Done to add the assignee(s).
  

3. If needed, click Add Date.

• Select a Date type. 
• You can choose to add a Fixed Date or a Relative Date.
  

4. If needed, click Add a Reminder.

• You can only add a reminder if a Date has already been set up.

1. Toggle the Select assignee(s) switch to gray to add team members to the reminder.
2. Click the When field.
   1. Specify when you would like the assignee to receive the reminder by selecting relevant options from the drop-down menus.
3. Click Done add the When attributes to the reminder.
4. Click Add.
   

5. If needed, link a file from Existing files or a new file from your computer.

6. If needed, add a subtask or add a client request.

7. Click Save to finish your task template.

• If you want to finish the task template later, click Save draft.
• Team Member Visibility can only be toggled after the template is saved.
  

Adding a subtask

1. Click Add a subtask.

2. To select a default team member, toggle the switch to gray.

• Click the Add Assignee field to select team members to assign.
• To save assigning any team members until the task template is utilized, make sure Set a default team member to. receive notifications is set to green.

3. Type in a Subtask Name and Subtask Description.

4. Add a Date, Reminder, or File as needed.