Using task templates

Templates are useful for tasks that are repeated regularly, or have many sub-tasks. You can use templates to:

• pre-set task fields to default settings that suit your organisation
• ensure a particular task is always sent to a specific staff member
• ensure a complex task is completed fully
• create small templates of common sub-tasks that can be combined with other tasks.

Using task templates
You can:

• Create new templates. See Creating a new task template.
• Create tasks from templates. See Creating a task from a template.
• Create task templates from workflows. See Creating a task template from a workflow.
• Add templates to existing tasks. See Adding a template to an existing task.
• Duplicate existing task templates. See Duplicating an existing task template.
• Edit task templates. See Editing a task template.
• Change the originator of an existing task to the current user. See Changing the originator of an existing task.