Task Templates
Task templates in Groundhogg streamline workflows by providing pre-defined, customizable structures for recurring tasks, ensuring consistency, saving time, and reducing errors.
To manage and use the Task Templates visit a contact and click the "+" to add a task.
The task form will appear, and in the Details menu, you'll find the last icon representing your Task Templates.
Use
Click the Task Templates Icon and you will be presented with:
- Search - Search for created templates
- Manage task templates - Displays a list of existing templates with options to create, edit, and delete them
- List of existing templates
Create
Create- Click the [ New Task Template ] button. Enter the template name and enter the desired content. Tools: Bold, Italic, unordered list, ordered list, left justified, center justified, right justified, link/URL, Add media and replacement codes.
Edit
- To edit a template, go to Manage Task Templates and click the pencil icon next to the template
Delete
To delete a template, go to Manage Task Templates and click the trash can icon next to the template
