User Guide & Video

 

Settings - Task Templates

Task Templates allows you to define oft-repeated 'one off' tasks (aka tasks that are not connected to a project).


To create a new task template, click on the Create template button on the top right hand side of the templates list. A dialog box will open.

All fields are discussed in the guide under Project Manager >> Tasks. Once you have filled out all desired fields, click the Save button. Once created, task templates can be accessed from the Create task... dialog. Selecting a task template from here will auto-populate the new task with the template's data, saving you from tedious manually entry of the task's details.