Task Templates

How to easily add existing Task Templates.

Martin Callan avatar
Written by Martin Callan
Updated over a week ago

When creating Tasks in freshOps, all new Tasks are automatically created as Templates, so you can use them again on other sites.

When you are wanting to add existing Task Templates simply just start typing the Name of the Task.

Note: Beware of typing overly generic Task Names. We only surface the 5 or so most similar Task Templates. Displaying all Tasks with the word "Clean" in them isn't going to be of much value. 

In this case, you'll see the "Clean Bar Mats" isn't displayed. However, when we search more specifically, it is found, even though the word "Clean" is part of the Task Name.

Once you have found the correct Task templates, adding it is the same as Creating a New Task.

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