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Creating Task Templates

Written by Adam Bragg

Templates save you time on recurring workflows by pre-filling the details your team uses every day - description, assignee, tag, and more.

Who can create and edit Task templates

Only users with the Owner or Admin role in your clinic’s Tabflows account can create, edit, or delete Task templates. Once a template is created, any team member can use it when creating tasks.

How to create a Task template

  1. Open Tasks in your Tabflows sidebar or side tabs

  2. Click the dropdown icon on the left next to the “+” icon

  3. Click New template

  4. Fill in the fields you want pre-set (description, assigned to, tag, due date offset, etc.)

  5. Click Save template. Your template will appear in the templates list

Another way to create a Task template

  1. Visit https://app.tabflows.com/tasks-settings

  2. Click Templates

  3. Click New Template on the right

  4. Fill in the fields you want pre-set (description, assigned to, tag, due date offset, etc.)

  5. Click Save template. Your template will appear in the templates list

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