Once you've created the task templates you want to use, you will need to apply them to the transaction. There are a few different ways you can do this, but for this article, we'll go over manually adding a task template.

Applying Task Templates in Existing Transactions

Find the transaction you want to add the task template to using the Search bar, the Property History widget on your Dashboard, or by going to the Properties page on the left side navigation menu. Click on the title which is typically the address. This will take you to the transaction details where you will automatically land on the Tasks page.

Image shows an arrow pointing to the property address. This is the last option to the right under the Property Title section.

Next to the Add Task button, you will find the Apply Template button. Click on this to select the task template you want to add.

Image shows an arrow pointing toward the Apply Template button which is to the right of the Add Task button.

The new window will have a text box at the top where you can search for specific task templates. This is very helpful if you have a lot of task templates.

Below the text box will be all of the task templates listed out. You can either check the box to the left of the template name or click Apply to the far right of the name.

The checkbox is helpful if you want to apply multiple task templates. When you use this method, you will see an Apply button towards the bottom of the page. A new window will appear where you can confirm adding the task template(s).

Image shows a box around the text box directly under Task Template. Below the text box is each task template listed out with a checkbox to the left of the name. To the far right, an arrow is pointing toward the Apply link.

If you accidentally add the wrong task template, you can remove the tasks from within the property itself. This article goes over it in more details: How To Delete All Tasks or Tasks From a Template in a Transaction.