How to Create Task Templates

How to Create Task Templates

Idea
Overview
Task Templates allows you to create a set of tasks that can be reused on similar deliverables later on. Thus, it saves time in creating the same tasks over and over. In this tutorial, we will show how you can create task templates in the SMS. These templates can then be used when you are adding and assigning tasks to users within the SMS.

Notes
Step Tutorial
1. From the sidebar menu, navigate to Administration > Templates > Task Templates tab. Then click on the + button.


2. In the Task modal, complete the following:
  1. Enter a Title for your task template.
  2. Type a Description for your task.
  3. Attach a Checklist if applicable.
  4. Assigning Administration:
    1. Assign specific Users who need to accomplish the task. Otherwise, you may leave this as blank.
    2. Assign users from an Organisational Unit, if applicable.
Info
NOTE: You will notice that the section for Assigning Companies is greyed-out once you fill in the fields for Assigning Administration section. This means that those fields will not be usable anymore. This also applies if you fill in the fields under Assigning Companies.
  1. Assigning Companies:
    1. Assign Company Type. You may select more than one if needed.
    2. Assign Contact Type.  You may select more than one if needed.
    3. Toggle Yes if you want this task template to be assigned to ALL COMPANIES in your SMS. Enabling this will disable the next field (Assign Companies) since you no longer need to specify which companies to assign to when the task is assigned to ALL companies.
    4. If the previous step is not toggled to Yes, use the Assign Companies to select which companies this task template will be assigned to.
  2. Determine whether all assigned users or individuals must complete the task.
Click the Save button to save your task template.

To add another task template, Click the + button again and repeat the steps outlined above.


And that’s how to create task template in the SMS!


Congratulations on completing this tutorial. We hope this has been helpful to you and your organisation. For any questions or concerns regarding this function, please reach out to the contact support via email.