Prerequisites
You need the Super Admin role to create, edit, retire or reactivate templates
Any admin who can create tasks can pick a template when creating one
Templates fill in the Category and Description fields on the Create task form, so these need to be available in your organisation
Create a task template
In the navigation pane, select Settings
Select Task Templates
Click Add template
Complete the template fields:
Title: the task title that will be used every time the template is picked
Description: instructions for whoever picks up the task. The description supports headings, bold text, lists and checkboxes
Category: the request category the task belongs to
Priority: Urgent, High, Medium, Low or No priority
Associated record: an account or investing entity to link the task to (optional)
Due in: the number of days after the task is created that it falls due. Leave blank for no due date
Assign to team: the team the task lands with
Assign to teammate: an individual teammate (optional)
Click Confirm
The template is now active and appears in the Template field on the Create task form.
Tip: Keep titles consistent. Templates are listed A to Z by title, and titles may repeat, so a clear naming pattern such as "Monthly: Unit price check" makes the list easier to scan.
Edit a template
In the navigation pane, select Settings, then Task Templates
Click the template you want to change
Update the fields and click Confirm
Note: A template only fills in the form at the moment a task is created. Editing a template does not change tasks that were already created from it.
Retire or reactivate a template
In the navigation pane, select Settings, then Task Templates
Click the ellipsis (...) on the template row
Select Retire to remove the template from the Create task form, or Reactivate to bring a retired template back
Retired templates stay in the list so you can reactivate them later. Tasks already created from a retired template are not affected.
Create a task from a template
In the navigation pane, select Tasks
Click + Create task
In the Template field, search for and select a template
Every field fills in from the template. Check the details and change anything you need to
Click Confirm
The due date is set to today plus the template's Due in days. If the template names a teammate who is no longer active, the teammate field is left empty.
Note: The Template field only appears when your organisation has at least one active template.
Tips
Use a template for any task that is raised more than once a month, so the title, category and instructions stay the same between people
Put the checks the task needs in the description as a checklist, so the person picking it up can tick them off on the task
Retire a template rather than deleting the detail from it, so you can bring it back if the process returns
Templates do not yet carry sub-tasks. Add sub-tasks to the task after it is created
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If you have any questions or need help at any stage, please contact our Caruso Support team either by email or live chat.