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Creating task templates on TaskPilot is simple and helps you efficiently manage and organize your projects with ease.
Creating tasks on TaskPilot is an organized and efficient process. Here’s how you can create a task step by step:
Log in to your TaskPilot account. In the sidebar menu on the left, click on Workflow and select Tasks from the dropdown menu.
In the top right corner, click the blue ‘+’ button. This will open the Add New Record modal. Select the type of task you want to create, then click Next. Press the Create from Scratch button.
Fill in the required general information for the task, and then move on to allocating the necessary resources. Once you have inserted all the details, click Save as Template in the bottom left corner of the modal. Provide a title for your new task template, and then click Save. The saved template will appear in the Templates tab of the Workflow dropdown on the sidebar menu.
Creating tasks on TaskPilot is straightforward, allowing you to efficiently manage and organize your projects. For more detailed instructions or to explore additional features, refer to our comprehensive guide. Happy managing!
