How can I create a template, set or flow of events or tasks?

Templates are used to create new events or sets of events with pre-filled information like a defined start and end time, fixed duration, pre-selected resources, and styling. This helps reduce the amount of repetitive information you may have duplicated with events you do often. Use templates to quickly add common tasks with preset information, including multiple events for a training course, all the steps of a building or installation project, a list of tasks to be completed by a new employee and so much more.

Create a Template

You can create a new template from your Account Settings > Templates page or by clicking the + sign in the top center toolbar and selecting Create template. To copy an existing event as a new template choose Create template from the events More... actions button. Set your template events dates to some point in the past to not interfere with your current schedule. Whilst the start date is not used from your template the duration will be.

Template events can also be used to store a preset form in its notes. The form can then be inserted into existing events.

Using a Template

To add a new event from a template, click in the schedule and choose Add from template... and pick from your template list. When new events/tasks are created from your template it will use the start date where you clicked to add the new event.

Templates Sets

Under the Flow tab of your first template event you can add other events that make up a set. When adding a template to your schedule that has other events under the flow tab, a copy of all the events will be added at once.

Master Template

If most of your events always require the same custom information, styling, or form fields in the notes, then you can set an existing template as a master that is always used for every new events. The master template can be set or removed from your Account Settings > Templates page and is then used for all new events.


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Last updated, 16 October 2024, 09:06