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How To Sort Task Templates
How To Sort Task Templates
Kristina Patten avatar
Written by Kristina Patten
Updated over a week ago

Depending on how you are using Open To Close, you will likely have a large number of task templates. If you don't want to scroll through your task templates each time you need to edit one, you can sort your templates in to an order that works best for you.

All you need to do is click on the Sort Templates button to open a side panel on the right where you can drag and drop your templates in to the order you need. The changes you make will automatically be saved, so once the task templates are where you need them to be, click on Close.

Image shows the Task Templates page with the Sort Templates button below the All Categories button. To the right is a side panel with all the task templates listed in the order you arrange. Close is at the top of the right side panel.
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