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Task Templates Have Arrived!

After months of stop-start work on the Tasking area, we’re excited to announce that Task Templates are now live.
Templates bring a number of new, highly demanded features to Tasking including the ability to preset fields on Tasks created from Templates.
Bottom line: If you use Tasks, you will want to check out Task Templates right away!

At its core, Task Templates allow you to make a template out of a commonly created Task.
So you’re able to lock in the Activities, timeframes and fields that can be preset by the user that dispatches the Task to personnel in the field.
This makes for a much more rapid dispatch of Tasks to users in the field.

Once you have a Task Template created, you’ll get a new option when clicking the Add New button on the Tasks page – this option lets you choose to create a Task from a Template.

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Choosing to create a Task from a Template takes the user into a wizard that lets them quickly update any of the pre-configured settings on the Task.

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The final part of the wizard involves filling out the fields that the Template has identified as being editable and/or required.
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Introducing Add-On Modules

Task Templates form the basis of our forthcoming Advanced Tasking add-on module.

Add-on modules are a new platform concept that we will be rolling out in the coming months.
These modules will add extra functionality and features to the core Appenate platform, which you choose to enable on a per account basis for a small flat monthly fee.

Task Templates is free to use for all customers during its Beta period and as we roll out further Advanced Tasking features such as scheduling, calendars and push notifications.
Once we have shipped the core features of the Advanced Tasking module, Task Templates will then require the Advanced Tasking module to be enabled.
Pricing for this will be announced in the future and we’ll give plenty of warning around when the Advanced Tasking module is complete and turned on.

We’re just getting started with Task upgrades, so watch this space for more features and news on Tasking in the future.