How To Create Task Templates

How To Create Task Templates

If you haven’t already checked out our guide on Team Task Management click here.

Once you are familiar with tasks we’ve worked on a feature that expands this allowing for you to also create Task Templates that trigger once the records meet a certain condition such as a change of status.

Let’s walk through how to access this feature:

1. How to access Task Template Wizard

First, from your dashboard go to Customize -> Task Settings

Then you will be presented to Task Settings where you can see the option to create a Task Template clicking this will bring you to the Wizard option to Create a Task Template.

2. Creating a Task Template

Now once you get started just like creating a task when you create a Task Template you will need to choose where you want the following options are :

  • Land
  • House
  • Marketing
  • Notes

Choose the one you want to create then click on next

Now you will be presented with an option to have the task template you are creating be “auto-assigned to owners of the land record”. If you select yes this will be auto-assigned to any Land Record Owners on your Team.

As you can see here we have “Land Record Owners” on by default since we said “Yes” to the previous question. If we have any other members we want to add use the field to search for your Team Members.

3. Customizing your Task Template

Now once you have assigned individuals to your task you can now create the trigger that will automatically create this task. In our example we use “Pending Preliminary Research” but please use this based on your needs.

You can also set a start time for your task depending on the needs and you will also see an option to set the duration for your task. If you select Yes for this you will see you have the option to set the number of Days and as well as an end time for the Task.

Now let’s add some descriptions for our Task

First start with a Title, then in the description add some details to clarify your Task Template, and last set the Priority. This also allows you to set a Location if needed.

Now you can also add a checklist item for your Team Members by clicking “Add Checklist Item” or if you have saved a CheckList Template

Now the final option for you to customize is whether the task will reoccur. If you select Yes then you can choose how you want this task to update options being:

  • Daily
  • Weekly
  • Monthly
  • Yearly

You can also set a number to the option you choose as well for further customization.

Once you are done click on Finish.

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