Create and Manage Template and Template Task

"Template tasks" are predefined task structures or models that include task details, descriptions, deadlines, priorities, and other attributes commonly associated with tasks.

Create template

Click on more and Go to Manage Template

Click on +Template

Add template title then click on save

Newly created template shows on the top

Add Task Under a Template

Click on Add Task

Enter the details in the Create Task page and hit enter button

User can view created task under a template

Import Template Task in Planner

Go to more and click on Add List

Select template and container and click on Add Task

User can view imported tasks in the plan

Delete Template and Template Task

Template and Task once added can be deleted if no longer necessary

To delete Task and Template

Click on the Action (3 vertical dots) for the record which you would like to delete and click the Delete button

Give your confirmation in the popup and the record will be deleted

Edit Template and Template Task

You can choose to edit the lead that you have created.

To edit Template and Task

Click on the Action (3 vertical dots) for the record which you would like to edit and click the Edit button

Make the necessary changes and click on Save