New feature
You can now create reusable task templates, groups of pre-made tasks you set up once and apply again and again. Build a template for processes you repeat, like site surveys, installs, or customer onboarding, then apply it to any project, work order, or customer in a couple of clicks and every task is created for you instantly, complete with titles, descriptions, subtasks, and due dates set automatically from the day you apply it. No more building the same task list from scratch every time.