Create & apply task templates

Table of Contents

Start from a ready-made template
Create task templates
Apply task templates
Edit task templates
Duplicate task templates
Delete task templates

Create task templates to use for triggering new tasks, populating existing ones, or applying with automations in pipelines. Task templates save time by putting together commonly used sets of tasks and storing them for future use. You’ll find them especially helpful for frequently used procedures and ensuring best practices.

Start from a ready-made template

You can download ready-made task templates from the Marketplace created using best practices, and edit them to your needs.

To add a task template from the Marketplace:

Go to Templates > Marketplace from the left menu bar and open the Tasks tab.
Click Get free on the template you want to add, or click its price and proceed with payment if it’s a paid template.
Go to Templates > Firm templates, open the Tasks tab, and click the template name to edit it .

Create task templates

Note

A task template can be created by a firm owner, an admin, or any team member with Manage templates access right .

To create a task template, follow these steps:

Go to Templates > Firm templates from the sidebar menu, then click Create template.

You can also access this page by adding the Create task automation while creating or editing a pipeline and clicking New template.

Enter the name of the task template (e.g., Prepare 1040) in the required field.
Click Save & Exit.

For a description of each field, see task template field reference .

Apply task templates

Once you’ve created a template, you can use it to speed up your task creation. Here’s how:

1. Create a new task or edit an existing one.

Click the Template list to expand it, then select a template.
Continue by creating the task. You can now edit any task properties that were already filled in—that is, add or remove subtasks, assignees, tags, etc.

Note

Changes you make to a task don’t affect the selected template.

Edit task templates

To make changes to a task template, follow these steps:

Go to Settings > Firm templates from the left menu bar, then click on the task template’s name in the list.
Make changes to the task template, then click Save & exit.

For a description of each field, see task template field reference .

Duplicate task templates

You can create new task templates from existing ones. Click the three dots to the far right of the task template name, then select Duplicate from the pull-down. A copy of the task template will be saved with the appropriate suffix (e.g., Form 940 (2)).