How to Use the Task Template on TaskPilot

Using task templates on TaskPilot is a quick and efficient way to manage recurring tasks. Here’s how you can use a task template in three easy steps:

Step 1: Navigate to the Workflow Section

Log in to your TaskPilot account. In the sidebar menu on the left, click on Workflow and select Tasks from the dropdown menu.

Step 2: Access the Task Creation Page

On the Tasks page, click the blue ‘+’ button in the top right corner. This will open the Add New Record modal. Select the type of task you want to create, then click Next. Choose a template from the available options, then click Use Template.

Step 3: Modify and Add Task

If needed, modify the template by updating the general information and allocated resources. Once you have made the necessary changes, click Add Task to save the new task based on the template.

Using task templates on TaskPilot streamlines your workflow, allowing you to efficiently manage and replicate tasks. For more detailed instructions or to explore additional features, refer to our comprehensive guide. Happy managing!