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Task templates

Create admin task lists to streamline your engagements across the board

Overview

Use task templates to create a preset task list that can be added to any engagement or engagement template. When you add tasks from a template to an engagement, the tasks are added to the engagement's Dashboard.

Tasks inside a template can't be linked to items like sheet rows or documents.

Create a task template

  1. Go to Settings ⚙️ > Templates > Tasks.

  2. Click +Task Template on the top-right. Enter a name for your template.

  3. Click +Task to add a task. Repeat for any additional tasks.

Add a task list to an engagement

  1. Inside the engagement, go to the Dashboard tab.

  2. Go to the task list under Tasks. Open the 3-dots menu and click Import from template.
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  3. Select a task template from the dropdown and click Import Tasks.

You can assign tasks to users individually, or you can click Bulk actions and assign multiple tasks to a user at once.

Add a task list to multiple engagements

  1. Go to Settings ⚙️ > Templates > Tasks.

  2. Click on the 3-dots menu on the right of the task template. Click +Insert into Engagements.
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  3. Select all the engagements you want to add the tasks to and click Insert.

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