This feature is only available for PRO Connect or Work Subscribers.
You can apply a Task Template to a Job by following these steps:
- Edit the Job.
- Click on the Task List tab on the left.
- Click the Apply a Task Template link in the upper-right.
- Select your desired Task Template and click Submit.
- You can edit these tasks as needed by clicking the 3-dot icon on the right of the task:
- Add task below
- Add subtask
- Set due date
- Set category
- Assign to a user
- Delete
- You can click and drag the tasks to reorganize them. Dragging and dropping one task into another will make it a subtask of the task you've dragged it onto.
- Complete the task by checking the circle on the left. You can re-open it by checking the circle once more.
Administrators can add Task Categories, Task Templates, and Task Resources: