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:
Assign a Task from the Task library
Edit the Task
Save the updated Task and Save to Library
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.



