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Task Management

Task Templates
Tasks Task Templates Task List Templates

Task Management

Tasks Task Templates Task List Templates

Task Templates

Page referenced in this article: Task templates page.

Task templates save time by predefining task details for repetitive actions, allowing you to quickly create tasks without re-entering information.

Creating a Task Template

  1. Click + New Template to open the template creation form.
  2. Fill in the following details:
    • Task Name: Title of the task.
    • Owner: Assign the task to a user.
    • Due Date: Specify when the task should be due using three fields:
      • Enter the number of intervals.
      • Choose the interval (e.g., days, weeks, weekdays, or months).
      • Set the time for the task to be due.
    • Status: Select the status (e.g., Not Started, In Progress, Completed or Cancelled).
    • Category: Choose the relevant category (e.g., "Follow-up," "Client Onboarding").

      Tip: Categories are global across tasks, workflows, emails, and text templates. Manage categories here.

    • Notes: Add any additional information or instructions.
  3. Save the template.

Managing Task Templates

Task templates can be managed directly from the task template list:

  • To edit a task template, click the three dots (⋮) next to the template and select Edit.
  • To cancel a task template, click the three dots (⋮) next to the template and select Cancel.

Tip: Editing a task template will not affect tasks already created using the template.

Using Task Templates

  1. When creating a new task, you’ll see an option to select a task template.
  2. Choose a template, and the predefined details (task owner, status, category, due date, and notes) will automatically populate the task fields.
  3. Review and adjust the details if needed, then save the task.

Need more help?

If you can’t find the answers you’re looking for, our support specialists are available to answer your questions and troubleshoot if necessary.

  • Phone Call (888) 291-7116. Our main hours are Monday to Friday 7 am-5 pm Central Time.
  • Support Ticket Send your questions and inquiries via email to support@leadcenter.ai. A support ticket will be created and one of our team members will get back to you as quickly as possible.