Creating Task Templates in ActiveCollab

148 days ago via MladenAC    Discuss    Business
Some activities are part of our daily routine, some are performed once

a month, and some occur once in a while, but they’re always the

same.



For example, creating ID cards for your new employees. The process is

always the same: contact the photographer, set up the studio or book

an appointment, retouch the photo if necessary, adapt its format, and

print out the card. You can never predict when new employees will join

the company, but it would sure be handy to have a list of all these

activities ready and be able to insert them into your assignments

quickly.



ActiveCollab lets you create task templates in three easy steps so you

can always have them ready when necessary:



* Create a recurring task

* Set occurrence to “Never”

* Create tasks from your premade Task Template



The options you have at your disposal when creating recurring tasks

are vast. You can customize your templates by choosing the task list

where they’ll be placed, their assignee, label, estimated duration,

subtasks ...

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