How do I use a To-Do template to create a new To-Do? Can I use multiple To-Do templates to create a single To-Do?

How do I use a To-Do template to create a new To-Do? Can I use multiple To-Do templates to create a single To-Do?

You can only import one template to the To-Do. To import a template, please create a New To-Do by going to the Menu and on the To-Do's module click the + sign to create a new To-Do. Here there is an option called Use Template. Once this option is selected, it shows all the list of templates that are saved. Simply select the desired one and add it to the To-Do.

    • Related Articles

    • How to use an Estimate Template?

      Using an Estimate Template is handy, it can help to speed up the process in creating one. Please follow the below steps to learn how to use an Estimate Template: Menu > Estimates > Create a New Estimate > Items Tab > Action Button > Select from ...

    • How do I create an Estimate Template and how do I use it to create New Estimates?

      To create an Estimate template, go to the Menu and select Estimates. Go to the Estimate you would like to create a template from. Click on the pencil icon on the top right to enter Edit mode. Once here, scroll down to the bottom and select Save ...

    • Are there templates that I can use for Document Writer?

      The Document Writer (will soon) includes stock templates that can be used for a variety of purposes.  You can use those as-is or edit them to meet your needs.  You can also create your own.  If you currently have existing documents that you use, you ...

    • How to create an estimate template?

      Estimate Templates are handy, so you don't have to keep re-making estimates with similar line items over & over. To create estimate templates, please follow the below steps: Menu > Estimates > select estimate > Items Tab > Edit > Scroll to the bottom ...

    • Can I add new fields to any of the default Templates?

      In the PDF Template you cannot add new Fields, we do have 3 custom Fields/Sections that you can use to meet your needs.