Task templates

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Task templates

Task templates allow you to save individual recurring tasks as templates, which you can then assign to different projects using drag & drop. This means you don't have to create each task individually for each project when the same processes are involved. When you click on the green plus sign in your task management, select the "New task template" option and the following dialog box will appear:

 

 

 

Once you have created the task template, it will now appear in the template list. Please also read the chapter on creating task packages if you want to combine several task templates into a task package.