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How To Sort Task Templates
How To Sort Task Templates
Kristina Patten avatar
Written by Kristina Patten
Updated over 4 months 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 into an order that works best for you.

All you need to do is click the Sort Templates button to open a side panel on the right where you can drag and drop your templates into 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.

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