Task templates in Zoho Connect
What is a task template?
Sometimes, tasks of a similar nature are repeated at different places. Let's say, you handle your company's website, and every time you need a new page, you assign a task to one of your writers. Instead of creating the same task over and over again, you could simply save an existing task as a template and re-use it when you need it.
How to create a task template?
- Click Tasks in the left navigation pane.
- Open the task you'd like to save as a template.
- Click the three-dot menu in the top-right corner of the task pop-out.
- From the drop-down, select Save as template.
- Provide a template name. The maximum characters allowed is 50.
- Check the items you'd like to use in the template and click Save Template.
Task templates can only be created by the board admins.How to view saved templates?
You can view the list of templates you've saved by clicking the three-dot menu in the bottom-left corner of the Tasks page, and selecting View Task Templates from the menu.
How to create a new task from a saved template?
- Click Tasks in the left navigation pane.
- Click the three-dot button in the bottom-left corner of the page and select View Task Templates from the menu.
- Click Create this as task in the right, next to the saved template.
- In the Template Preview pop-out, modify the task details if needed and click Create this as task.
You can also use a task template directly from the new task pop-out.
- Click Tasks from the left navigation pane.
- Click the + icon in the top-right corner of the page or you can do the same from inside a Board.
- In the new task pop-out, click the icon at the right end of the task name input box.
- Select a template from your saved list.
- Modify the details if needed and click Create.
How to delete a task template?
- Click Tasks in the left navigation pane.
- Click the three-dot button in the bottom-left corner of the page and select View Task Templates from the menu.
- Click the template to be deleted.
- In the Template Preview, click the three-dotted menu in the top-right corner and click Delete.
The task template feature is available only in Zoho Connect's enterprise version.
Access your files securely from anywhere
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
Centralize Knowledge. Transform Learning.
All-in-one knowledge management and training platform for your employees and customers.
New to Zoho Writer?
Create. Review. Publish.
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
Sharing board templates in Zoho Connect
Board templates that you create can be shared with other members in the network. How to share a board template in Zoho Connect? Board Admins who've created a board template can share it with other members in the network. Click Tasks from the menu in ...Board templates in Zoho Connect
What is a board? A Board is a centralized space to manage work plans—be it a personal to-do list or something that involves the entire team. You can divide work into sections and assign tasks to them. All tasks within a board can be viewed by all the ...Working with boards in Zoho Connect
Overview Boards in Zoho Connect provide you with a powerful way to organize and manage tasks, projects, and workflows. Features like sections, drag-and-drop functionality and quick filters in boards help teams to track tasks and plan their work ...Tasks and Boards
My Tasks The My Tasks page gives you a consolidated view of all the tasks assigned to you either privately or through a Board. Private tasks Tasks that you privately assign to others and those assigned to you will be listed here. Only you and those ...Sharing task templates in Zoho Connect
Task templates that you create can be shared with other members in the network. How to share a task template in Zoho Connect? Board Admins who've created task templates can share them with other members in the network. Click Tasks from the menu in ...
New to Zoho LandingPage?
Zoho LandingPage Resources