Create a Task Template

Overview

Tasks are intended to help moving companies keep track of the inner workings and action items, related to a lead or active customer. Tasks offer the following benefits:

• Users can stay organized with tasks for each project
• Users have visibility into what’s urgent and past due
• Users always know “what’s next” for any given project
• Quickly find out who did what on any project
• Management has better visibility into who is working on what, allowing them to load-balance work as needed

Task Templates allow users to set up default Tasks that can be selected quickly ~ and help automatically fill out desired information. 

Steps to Create a Template

1. Start by navigating to Settings

2. Click on Tasks 

3. Click on Create Task Template 

4. Add a template name and add a task name 

5. [Optional] Set the due date for the task

Consider the following example: Due in 1 day(s) & Due in 1 day(s) at 5pm. In the case of #1, the task created will be due in exactly 24 hours. I.e -- if you created the task (using this template) at 10:32am on January 4th, it will be due at 10:32am on January 5th In #2, the task will be due at 5pm the next day. I.e -- if you create a task at 10:32am on January 4th, it will be due at 5pm on January 5th

6. [Optional] Select an Assignee  

7. [Optional] Add desired Details  

7. All done! Going forward, when you create a task, you will have the option to use the template you just created