How to Create a Task Template in REsimpli
Step 1: Open the Manage Templates Page
Go to Settings in the lower-left corner, then select Manage Templates under Customization.
Step 2: Open the Task Templates Tab
Click the Task Templates tab.
Step 3: Add a New Task Template
Click Add New in the upper-right corner.
Step 4: Configure the Task Template
Enter the task details, including:
Template Name
Task Type
Task Details
Assigned Role
Due Time
Notification Preferences
Step 5: Save the Template
Click Add Template to save the task template.
Step 6: Use the Task Template
Open a lead, go to the Tasks and Appointments tab, and click Add Task to select and use the saved task template.
Step 7: Contact Support if Needed
Use the Help Desk icon for live chat, email, SMS support, or to schedule a support call.