Creating and editing task templates provides offices with customized options for how the tasks will function, making life easier.
1. Please access the task center (
), and click on Edit Task Templates towards the lower left of the page.
2. Once you're on this page, please click on the + Create New Template. Doing so will bring you here.
As you can see, our template tool makes creating these task templates incredibly quick and easy. Once you decide exactly which options work best for your practice, you're set.
3. After giving this template a name, default assignee, due date, priority, category, and a status, please be sure to click Save.
Once created, you're also able to Archive a template if it is no longer needed.
After creating a few templates, your library will contain your templates. Select Edit to make any changes to the template.
