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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 -
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… Welcome to this guide on how to use tokens in
template
titles
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
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
To create a
Template
, go to the Automation Page and select '+ Add
Template
' on the right… 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… In the Automation board, open the
template
that you want to add notes to… Link a Note to the overall
Template
by selecting the Tag you want from Note Link 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
