| Which plans can use this feature? Enterprise (for an additional fee) |
Once a task template has been set up, anyone on your team can starting using it.
iOS or Android App
- From your Chats tab, tap into the Tasks entry
- Tap the + button in the upper right corner
- Select Start from template (iOS) or Task from template (Android)
- Tap on the template you want to use
- Make any desired changes
- Tap Done (iOS) or Create (Android)
Web app
- From your Inbox tab, tap into the Tasks entry
- Tap the + button in the upper right corner
- Select the Start from template option
- Click Next
- Tap the 3 dots next to the template you want to use
- Click Use template
- Make any desired changes
- Click Save