Task template

How to create and link a Task Templates

Updated over a week ago

Use task templates together with triggers to automatically create tasks at certain conditions. The Administrator links Triggers with created task templates. For example: When it is a candidate's birthday, a task is created concerning the sending of a birthday e-mail.

Creating task templates

  • Go to Tasks 

  • Create a new task

  • Choose: Task template at the kind menu.

  • Fill in the rest of the fields

  • Click save

Linking task templates to triggers

  • Click on Triggers

  • Click New

  • Choose the desired trigger at the "if event..." field

  • Choose create task based on template at the "Then action..." field.

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