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Setting a Default Task Template

Learn how to automatically apply a chosen task list template to every new case.

Hillary Scalmanini avatar
Written by Hillary Scalmanini
Updated over 2 weeks ago

🧠 What It Does

You can now set one of your task templates as the default, so its tasks automatically appear in the Tasks tab for every new case you create.

This saves time and ensures consistency across your team.


⚙️ How to Set a Default Template

  1. Go to SettingsTask settings Templates .

  2. Select the template you want and click Edit.

  3. Turn on the “Default template” toggle.

Once enabled, you’ll see a “Default” label next to that template on the dashboard.

💡 Note: Only one default template can be active at a time. To switch, turn off the current default first.


📋 What Happens Next

  • All new cases created after enabling the default will automatically include that template’s tasks.

  • Existing cases will not be affected.

  • You can still manually add to or replace with another list template for specific cases if needed.

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