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      Create a Task Template

       

      Which plans can use this feature?    Enterprise (for an additional fee)

       

      Task Templates allow users to quickly create a task from a predefined template. This feature helps guarantee task consistency and expedites task creation for Admins.

      Enable Task Templates

      This feature is available to Crew Enterprise users for an additional fee. To get started, reach out to your Crew Customer Success Manager. 

      Create Task Template

      Depending on your device, follow the below steps to add a template for your team to use:

      iOS App

      1. From your Chats tab, tap into the Tasks entry
      2. Tap the 3 dots in the upper right corner
      3. Tap View templates
      4. Tap the + button in the upper right corner. (If there are no templates, you can also tap the Create new template button)
      5. Fill out the template details
      6. Tap Done (iOS) or Create (Android)

        Web app

        1. From your Inbox tab, tap into the Tasks entry
        2. Tap the 3 dots in the upper right corner
        3. Tap View templates
        4. Tap the + button in the upper right corner. (If there are no templates, you can also tap the Create new template button)
        5. Fill out the template details
        6. Tap Save