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Create a Task Template

  • Updated

Task templates save time by pre-filling fields with default instructions that you would commonly use and enter manually. You could, for instance, create default text for the description and assign a person to the task. You can override template defaults when creating a new task so they can act as a base your new task and be amended as needed. 

Contents

Prerequisites
Open a blank template
Create a template
Edit a task template
Delete a task template
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Prerequisites

None.

Opening a blank template

Option 1 - From the Task List 

  1. From any page, click on Tasks on the left hand menu bar. 
  2. Click + Add Task in top right hand corner of the screen. 

  3. Click the Select Template dropdown
  4. Click Add Template

Option 2 - From Within a Lead or Deal Card

  1. Open a Lead or Deal Card
  2. Click on Tasks on the Toolbox on the right hand side of the screen
  3. Click the + icon

Option 3 - From Settings: 

  1. Click the account icon in the bottom left hand of your screen
  2. Click Settings

  3. In the Settings panel, click Workflow

  4. Click Task Templates 

  5. Click the New button. A popup displays

 

Creating a template

In the popup window:

  1. Enter a unique name for the task template.

  2. Click the Priority field and set the level.

  3. Add optional information. (see below)

  4. Click Create Template. BrokerEngine closes the window and adds the template to the Manage Task Templates page.

Options

  1. Click the Assignee field and choose a name to assign the same person to every instance of this task. Otherwise, leave the field blank.

  2. To set an estimated task time, hover the mouse over the field, click the pencil icon, and set the time.

  3. Enter structured information in the Description field that shows the assignee the best way to complete the task.

  4. Attach a document to the task.

  5. To ensure the assignee completes a checklist in conjunction with completing the task, click the three-dot icon and select Link Checklist. Select the appropriate template. 

Editing a task template

To quickly update a template, go to Settings > Workflow > Task Templates. The Manage Task Templates page displays. Click a template to open a popup. Update the template and then click the X icon in the corner to save changes and close the window.

Deleting a task template

There are two ways to delete a task template.

On the Manage Task Templates page (see above), check a box next to a template name and click the Delete button. If one or more workflows use the template, a delete warning popup displays. Click OK to continue or the X to close the popup without deleting the tasks. If the template is not connected to a workflow, click OK in the confirmation popup window.

The other option is to open the Tasks page and locate a template. Click the three-dot icon, and click Delete.

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