Using Tasks Template in the Client Task Section

Once tasks are created in the Task Template Center, they can be reused across client projects by adding them directly into the Client Task Board.

Steps to Use Template Tasks: 

Navigate to the Client Task Board: 

Go to the Client section and click on the Task tab.

Click the hamburger icon (three horizontal lines) found at the top right of the board.

A popup named Select Template will appear.

Select the template and click on the Apply button. 

Once applied, the selected tasks will appear under the To-Do board by default.

From here, users can manage the task just like any other task—assign it, move it across boards, or mark it as complete.