Editing a Task Template

This article will walk you through editing a task template.

  1. Click check_circle_outline Tasks.
  2. Click Templates.
  3. Click the template you want to edit.
  4. To update the template, you can:
    1. Type a new name for the template.
    2. Type a new title for the tasks.
    3. Edit the relative due date. You can set tasks to be due when the template is applied or a specified number of days before the start of the event, after the end of the event, or after the date the event was created.
    4. You can set the task's type from the dropdown.
    5. Add a default description. This can include any information needed to complete the task. A new slider will open where you will enter your description and click Save. Please note that the default description will be auto-populated into this task any time this task template is applied. It can be edited once applied to your event.
    6. Reassign the tasks by clicking the currently assigned users (or Unassigned) to open the Assign User slider.
    7. Click the X icon next to a task to remove it from the template. Be careful: all of its dependent tasks will be removed, as well.
    8. Click Add Task to add more tasks to the template or the + icon next to a task to add a dependent task. Dependent tasks are not created until the task they are dependent on is marked complete.
  5. When all of your changes have been made, click Save.

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