Applying a Task Template

This article will walk you through applying task templates to events from the:

If there are templates you will be applying to most of your events, you can set them as defaults. For more information, please see the full article.


Applying Task Templates from the Add Event Slider

  1. While you are in the process of adding an event, click Select Templates.
  2. Check any templates that you want to apply to your new event.
  3. Click Done.

The selected templates will be listed on the add event slider.

When you finish creating the event, the tasks in all selected templates will be added to the new event.

Only top-level tasks from the template will be added to the event. Dependent tasks won't be created until their parent task is marked complete. For more information, please see the Creating a Task Template article.

Applying Task Templates from the Event Details Page

  1. Go to the event's details page.
  2. Click Tasks.
  3. Click the template icon.
  4. Check any templates that you want to apply to your event.
  5. Click Done.

The tasks in all selected templates have been added to the event.

Only top-level tasks from the template will be added to the event. Dependent tasks won't be created until their parent task is marked complete. For more information, please see the Creating a Task Template article.

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