Task template field reference
Table of Contents
This article describes the fields available when creating or editing a task template.
| Field | Description |
|---|---|
| a. Template name | The name you’ll see when selecting the template. Supports shortcodes to insert dynamic data, such as the account name or due date. |
| b. Status | The initial task status when the task is created from this template. |
| c. Priority | The priority level the task starts with: Low, Medium, High, or Urgent. Default: Medium. |
| d. Description | An optional description of the task. Supports text formatting, emojis, bullets, numbered lists, links, and shortcodes . |
| e. Tags | Tags added to the task to help categorize it. Use existing tags or create new ones . |
| f. Assignees | One or more task assignees. Select Team members by name, or select Roles—when a task is created from the template, all team members assigned to the relevant account roles are allocated to the task. |
| g. Start and due dates | Start date: The date when work on the task should begin. Due date: The date by which the task must be completed. Relative (default): start date is a period after the task is created; due date is a period after the start date (or creation date if no start date is set). Absolute: toggle on Absolute dates to set specific dates from the calendar. Max 10,000 units (days/months/years). |
| h. Subtasks | Toggle on to add a checklist of to-do items. Fill in the name of each subtask, then click Add subtask to create more. All subtasks must be completed for the overall task to be considered complete. |
| i. Save & exit / Save / Cancel | Click Save & exit to save the template and return to the list, Save to save without leaving, or Cancel to discard changes. |
Shortcodes for task names and descriptions
You can include dynamic data in a task’s name or description by selecting from these shortcodes:
| Shortcode | Description |
|---|---|
| Account name | The account the task is for. |
| Account custom field | Any custom account field . |
| Priority | The priority set in the task template. |
| Due date | The due date set in the task template. |
| Job name | The name of the job the task belongs to, if any. |
| Job due date | The due date of the job the task belongs to, if any. |
| Date shortcodes | Any date, such as the current day or month. |
Was this article helpful?
Share
Link copied 
Table of Contents
Share
Link copied
Save