Accessing Task Templates
To begin working with task templates:
Navigate to Company Settings.
Select the Tasks tab.
Scroll to the Task Templates section.
This is where you can create and manage all your templates.
Creating a Task Template
You can add as many task templates as needed. Each template can include:
A custom name to identify the task.
An optional description for clarity.
Variables for dynamic content, within campaign automation.
Note: Variables will only work when the task template is used within a campaign. If used manually to create a task, variables will not populate dynamically.
Key Features of Task Templates
1. Stage Advancement on Task Completion
A major benefit of using task templates is the ability to automatically advance the project to a stage once a task is completed.
Example:
Task Template: New Inspection Checklist
Once completed: Project automatically moves from Inspection Scheduled to Creating Quote.
This saves time and ensures consistency in project progression.
Note: if you change the stage settings within the template, that will apply to all current or future tasks made with that template.
2. Built-In Checklists
Each task template can include a custom checklist. This checklist helps ensure that all necessary steps are completed before the task itself is marked as done. This makes it easier to manage quality control and accountability.
Best Practices
Use templates to standardize common tasks like inspections, follow-ups, or quotes.
Leverage variables in campaign settings for personalization.
Make full use of checklists to ensure thorough task completion.
Combine task templates with automated stage movement to streamline project workflows.
See step-by-step guide here.