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Templates for regular tasks


Is there a way to set up a 'template' for a process that has the same tasks? For example booking advertising... therefore:
1. Book ad
2. Determine content:
3. Send art requirements to designer
4. Sign off from client
5. Send to publication print ready?
And then assign to certain people/email addresses in each step?

All responses

Clyde Romo  staff
Replied on Jun 11, 2014 - 08:58 UTC

Hi Tolita,

We have the export/import functionality that allows you to save list of tasks and sub-tasks and import them back so you don't have to re-type them every time. However, in this method we can't assign it automatically to a specific collaborators yet.

Please refer to this video on how to use it: https://www.youtube.com/watch?v=_Rl_CLGY_3o.