Creating and editing task templates

Learn how to create a task template:

• Go to the Tasks settings page by mousing over “Settings” and selecting “Tasks” in the menu.
• To set a default task, select the “Default task” option below “Default task settings.”
• In the dialog, enter a task name. If necessary, select which calendar you’d like the task to be added to.
• Enter a due date. We recommend selecting a relative due date to make it due a certain number of days from today, or you can select an exact due date.
• Save the changes to create a default that will be applied to all newly created tasks going forward.
• To create additional templates, select the button “Add a task template.”
• In the dialog, enter a task name. If necessary, select which calendar you’d like the task to be added to.
• Enter a due date. We recommend selecting a relative due date to make it due a certain number of days from today, or you can select an exact due date.
• If necessary, select to assign the task to another user, and enter a description. Be sure to save the template!
• Going forward, when you create a new task the default task settings will apply, or you can select a template from the dropdown to make task creation easier.

Learn how to edit existing task templates:

• Go to the Tasks settings page by mousing over “Settings” and selecting “Tasks” in the menu.
• To edit the default task, select the current default task name below “Default task settings.”
• In the dialog, make any changes as desired. To remove the default task, delete the task name and set a relative due date in 0 days. Be sure to save changes!
• To edit additional task templates, select the task name, make any desired changes, and save. To delete the template, select “Delete template” in the upper right.
• Those changes will be applied to new tasks created using the template going forward, but will not be applied retroactively to existing tasks.