How to add a task template

This feature is only available for PRO Connect or Work Subscribers.

You can add a new Task Template by following these steps:

1. Click on the Admin icon in the navigation bar on the left.
2. Click on the Task Templates tab on the left.
3. Click the Add Task Templates link in the upper-right.
4. Click the Add new link at the bottom.
5. Fill out the new field with the task template name.
6. Click Submit at the bottom.

To delete a Task Template select Add Task Templates in the upper-right and click the Trash icon next to the template(s) you wish to remove.

Click here to learn how to apply a task template to a job.

Click here to view this video on YouTube.