HelpTask TemplatesEditing a Task Template

Editing a Task Template

Administrator

Administrators can update a template’s wording, priority, recurrence, or location coverage at any time.

Note.Editing a template only affects future tasks created from it — tasks already created keep their own copy of the title, description, and priority at the time they were created.
  1. 1

    Find the template

    On the Templates screen, locate the template you want to change.

  2. 2

    Tap Edit

    Tap the Edit link on the template’s card to open the same form used to create it, pre-filled with its current values.

    Edit Template form pre-filled with an existing template's details
  3. 3

    Make your changes and save

    Update whatever needs changing and tap Save.