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To-do Templates

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Maria Herrell
Updated 6 days ago
To-do Templates let admins build a repeatable set of tasks (with due dates, types, and priorities) and apply them to a Person, Company, Customer, or Deal. Use templates to standardize your process—like onboarding, follow-ups, or renewals—so nothing slips through the cracks.  

Where to manage To-do Templates
  1. Click Settings (bottom-left). 
  2. Select the Activities tab.
  3. Open To-do Templates.  

Create a To-do Template
  1. In To-do Templates, click Add To-do Template.
  2. Enter a Name (make it specific, like “New Lead Follow-up – 7 Days”).
  3. Choose the Template Type (where it can be used): Deals, People, and/or Companies.
  4. Add tasks to the template:
    • Day = how many days after applying the template the task is due (Day 0 = today, Day 1 = tomorrow, etc.).
    • Task Name = what the user should do.
    • Type = task/event type (managed in Settings > Activities > Types).
    • Priority = optional urgency tag (managed in Settings > Activities > Priorities).
  5. Save.

Set a default template (auto-apply)
If you want a template to apply automatically when a new record is created, turn on the Default Option for that record type. Only one default per type can be active.  


Apply a template to a record (manual)
  1. Open the Person, Company, Customer, or Deal you want to apply it to.
  2. In the Agenda box, click the + icon.
  3. Select the To-do Template you want.  

How due dates and weekends work
  • Template tasks are scheduled based on the Day offsets you set.
  • You can toggle to skip weekends when initial tasks are created.
  • By default, items that land on weekends can be pushed to the next weekday (and admins can control this behavior).
  • To change weekend behavior or postpone presets: go to Settings > Activities > Postpone & Duration.
    Click here to learn more about Postpone & Duration Periods.
Apply templates automatically with Automations
Admins can also build an Automation that applies a To-do Template when something happens (example: when a new Person is created).
Click here on how to create automations.


Need help? Contact support at [email protected].
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