How do I create a Task Template?

  • Updated
To create a Task Template:
  1. Navigate to the Tasks section and click on Task Templates in the action bar to display the Task Templates List.


  2. Click + in the action bar.

  3. Or click New Task Template in the Quick Add menu.

  4. The Task Template dialog displays.

    Complete the fields:

    • Enter a Template Name and Task Name in the required fields.
    • Optionally, enter a Description of the Task Template.
    • Click Add Subtask to break up the task into smaller parts.

  5. Click Create to create a Task Template.

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