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Search results for:Template/s

How to: View Created Tasks from a Template

Easily view Tasks created by a Template's schedule/s… Under Template Schedule, you can select the template you're looking to view the created tasks for… View via the Template under Automation -

XBert Glossary of Terms

More info here: Tasks Overview Template/s Templates are how you manage your recurring tasks within… Token/s Used in template task titles, this allows you to generate tasks with a title based on dates… S

How To: Clone a Template

To make a copy of any existing template… You can easily make a copy of an existing template which will save you time setting up a whole new template… The Template Details Tile will open up. ​ Click on the Copy Template icon

Using Tokens in Template Titles

How to create dynamic template task titles by using our title tokens feature… How to Use Tokens in Your Template Title… You can create dynamic template task titles by using our title tokens feature

How To: Delete a Template

For removing a template and the tasks created form it… Select the Template that you want to delete. The Template Details Tile will open up… How To: Add a Schedule to a Template Overview: Tasks How To: Clone a Template

How To: Create a Template

Select + Add Template on the right. The Template details field will open up… How To: Add a Schedule to a Template Overview: Tasks How To: Clone a Template… Save your template

How To: Add a Schedule

For the recurring settings of template tasks… How To: Edit a Schedule How To: Create a Template How To: Clone a Template… This will open up a Template Details Tile on the right-hand side

Linking a Client Note to a Template

This allows every client on a template to have their own notes in addition to the generic task details… Open the template that you want to add notes too. ​ ​… To Link a Note to the overall Template by selecting the Tag you want from Note Linking Tag

How To: Add Clients to an Existing Schedule

For adding more clients to an existing template and schedule… How To: Edit a Schedule How To: Turn a Schedule On or Off Linking a Client Note to a Template

How To: Turn a Schedule On or Off

For starting or stopping tasks being created from the template… How To: Delete a Schedule How To: Edit a Schedule Linking a Client Note to a Template