{"id":2222,"date":"2016-09-13T13:03:47","date_gmt":"2016-09-13T12:03:47","guid":{"rendered":"https:\/\/yanado.com\/blog\/?p=2222"},"modified":"2016-09-13T13:04:18","modified_gmt":"2016-09-13T12:04:18","slug":"how-to-use-task-templates-in-yanado","status":"publish","type":"post","link":"https:\/\/yanado.com\/blog\/how-to-use-task-templates-in-yanado\/","title":{"rendered":"How To Use Task Templates in Yanado"},"content":{"rendered":"

This article is part of our How To Yanado<\/a> series.<\/em><\/p>\n

You might be an event manager and there\u2019s yet another conference or wedding you\u2019re about to organize and you already know finding the right catering always comes after you\u2019ve arranged the venue, or the design for invitations will have to be reviewed before printing.<\/p>\n

Or you might also be an accounting agency with your bookkeeping process set in stone, but with different clients to keep organized.<\/p>\n

What is common to the event manager and the bookkeeper is that they happen to have bunch of repetitive tasks that are part of their well established process of getting work done.<\/p>\n

But, what would save them a lot of precious time when keeping track of tasks is not having to actually write those down for every project or a client they are working with every time.<\/p>\n

This is where the new Task Templates feature in Yanado may be of help.<\/p>\n

Essentially, Yanado Task templates make it possible for you to duplicate all those tasks you most commonly create or that are repeatable from time to time.<\/p>\n

It is easy as a one click action and it saves you the pain of creating the same tasks all over again.<\/p>\n

So here\u2019s all you need to know in order to start using Yanado task and list templates.<\/p>\n

 <\/p>\n

Creating New Tasks From Task Templates<\/h2>\n

To be able to create template tasks, the first thing you\u2019ll have to do is to save a particular task as a template. You do this as you open the task, and then go to the \u201cTask options\u201d and click on the \u201cSave as template\u201d option.<\/p>\n

\"Save<\/p>\n

 <\/p>\n

This will create the template from the task you\u2019ve chosen, copying both the subtasks (if any) and tags you\u2019ve created for it.<\/p>\n

To create a new task from the task template you will click on the \u201cAdd new task\u201d section inside the task column and click on the \u201cSelect from template\u201d option.<\/p>\n

\"Select<\/p>\n

 <\/p>\n

From here, you\u2019ll be able to search for and choose the Task template you want to use for creating the new task.<\/p>\n

 <\/p>\n

Creating New Lists from List Templates<\/h2>\n

Now you can also create new Lists from List templates. All the Lists you\u2019ve created are automatically saved as List templates, so you can create as many copied Lists as you want, just by choosing the particular List you want to use as a template.<\/p>\n

So when creating a new List, you\u2019ll select the List template from the drop-down list and check the \u201cCreate template tasks\u201d checkbox.<\/p>\n

\"List<\/p>\n

 <\/p>\n

This will create a new list from the selected List template and it will automatically:<\/p>\n