Typing the same task details over and over is nobody’s idea of a good time. Task templates let you set up a task once and reuse it whenever a similar one comes along, so your team can spend less time on data entry and more time on hiring.
Here’s how to build one.
Step 1: Open your templates
- From your Dashboard, click the Manage Templates button in the upper-right of your dashboard.
Step 2: Choose your task type
- Click the Create New Template dropdown.
- Select the type of task you’d like to create a template for.
Step 3: Fill in the task details
Enter everything your team will need each time this task comes up, including:
- Task name: a clear, recognizable title so teammates can find the right template quickly.
- Description: any instructions or context for completing the task.
- Due date: when the task should be finished.
- Assignee: who’s responsible for the task.
- Any other relevant information: fill in any additional fields that apply to this type of task.
The more complete your template is now, the less your team will have to fill in later.
Step 4: Save your template
- Once all the details are in place, click Save Task Template.
And that’s it. Your template is ready to use whenever a similar task comes up.
Why task templates are worth it
- Save time: Set up the details once instead of retyping them for every similar task.
- Stay consistent: Everyone on your team works from the same template, so tasks are set up the same way every time.
- Reduce errors: Fewer fields to fill in by hand means fewer chances for something to slip through the cracks.
Task templates are one of those small setups that keep paying off. Build one for your most common tasks and see how much smoother things run. If you have questions or anything doesn’t look quite right, our support team is always happy to help. Reach out any time.
