FAQ: How do you create task templates?
Answer:
Here are the steps in creating task templates:
Navigate to ‘Settings’ in the lower left corner.
Click ‘Manage Templates’ under the ‘Customization’ tab. A new window will open.
3. Click the ‘Task Templates’ tab.
4. Click ‘Add New’ in the upper right section. A new window will open.
5. Fill out the fields and hit ‘Add Template.’
Reference Video:
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