š§ 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.
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This saves time and ensures consistency across your team.
āļø How to Set a Default Template
Go to Settings ā Task settings ā Templates .
Select the template you want and click Edit.
Turn on the āDefault templateā toggle.
Once enabled, youāll see a āDefaultā label next to that template on the dashboard.
š” Note: Only one default template can be active at a time. To switch, turn off the current default first.
š What Happens Next
All new cases created after enabling the default will automatically include that templateās tasks.
Existing cases will not be affected.
You can still manually add to or replace with another list template for specific cases if needed.
