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, deadline offset, and attachments.Go to Settings → Data customizations → Task templates to manage them. Templates can be company-wide (available to all books) or book-specific. Use the Company and book tabs to switch between scopes.For full details on creating, applying, and managing task templates, see:
Task templates
Create templates, convert existing tasks, and apply templates when creating tasks