How to Use Task Templates
Use task templates for your project workflow to eliminate mistakes, move projects forward easily, and save time.
Note: Task Templates are available in Social Calendar, Content Calendar, and Marketing Suite.
Create a Task Template
- Open any project on your calendar and navigate to the tasks section
- Click the vertical ellipsis and select Task Template
- Click +Create New, select how you'd like to build your workflow (more information on workflow options can be found below), and click Next
- The Task Template editor will open and you can start adding tasks to your template. If you'd like tasks to always fall on weekdays click the Ignore Weekends box. Changes are automatically saved, so when you are done building your template simply close the editor.
Workflow Options
Based On When The Project Publishes
This is the default option and is best used when working towards a scheduled deadline or goal. When you select this option each task inside the template will be scheduled based on the publish date of a project.Based On When The Project Begins
This option is best used when working from a start date without needing a scheduled deadline. When you select this option each task inside the template will be scheduled based on the start date of a project. Back To TopEdit a Task Template
- Open any project on your calendar and navigate to the tasks section
- Click the vertical ellipsis and select Task Template
- Hover over the template you want to change and click the pencil icon
- The Task Template editor will open and you can start editing your template. Changes are automatically saved, so when you are done updating your template simply close the editor.
Apply a Task Template
- Open any project on your calendar and navigate to the tasks section
- Click the vertical ellipsis and select Task Template
- Click on the template you'd like to use, then click Apply
- The tasks in the template will be added to your project
