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Save a Task to reuse in your Task Library

Save time creating repetitive tasks from scratch

Written by Long Nguyen

For any task you create, whether it is on a client's Task calendar or an Autoflow's Task calendar, you can save it as a template in your library to reuse again.


Save a Task to your Library

From the Task popup, you can navigate to the menu (...) icon in the top right corner and click on the 'Save to Library' button.


Assign a Task from your Task Library

Once you have saved a task, you can reuse the saved Task when assigning a new task.

Step 1:

On the Task calendar view, click on the (+) icon to open the Create a New Task popup. Then click on the 'Choose from Library' button.

Step 2:

A list of your saved tasks will open. From this list, choose the task you want to use and click on the one you want to assign the task.

Note: For now, it is not possible to edit a saved task but if you would like to make a copy with a slight variation, you can simply:

  1. Assign a Task from the Task library

  2. Edit the Task

  3. Save the updated Task and Save to Library

  4. Delete the old version of the Task

Delete a Task from your Library

When you have the Task Library open, click on the menu “...” button and choose to Delete.

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