How to Add Tasks from a Template


If you regularly organise similar events, you can save time by using a Task Template.


  1. Open the Tasks page.

  2. Click New from Template.

 


        3. Select a template.

For this example, choose Task Wedding.




The system will automatically add all tasks from the template, each with its own completion date.


Learn more: How to Create a Task Template and How to Print Task by Team Report

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