Create reusable task templates to ensure consistency across your practice.
Task templates let you define standardized tasks once and reuse them when creating new tasks. Templates pre-fill the title, description, priority, label, assignee, an optional due date, and attachments.Go to Settings → Data customizations → Task templates to manage them. Templates are shared with selected books. Click Share with books beside a template, choose at least one book, then click Save. Changes to a shared template apply wherever that template is used.For full details on creating, applying, and managing task templates, see:
Task templates
Create templates, convert existing tasks, and apply templates when creating tasks
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