Pipeline offers To-Do Templates, enabling you to create and apply a series of tasks to a person or deal at once, saving you time and streamlining business processes.
To-Do Templates are set up and maintained by admins in the Account Settings section, under Tasks & Events > To-Do Templates.
You can apply templates manually or set a default template for record types like companies, customers, people, and deals. Default templates are available to all users and are applied automatically when a new record is created.
Once a template is applied, you can easily postpone future events using our speed-postponing options. For example, if your template includes emailing a prospect on day 1, calling on day 3, and sending a package on day 5, you can automatically postpone all future events if you miss the call.
Our events skip weekends, moving them to the following Monday if they fall on Saturdays or Sundays. You can choose to include weekends in To-Do Templates by accessing the Postpone Periods tab and selecting whether to include weekends and setting custom postponement periods.
- Day: indicates the number of days after the template is applied that a task is due. For example - Day 0 is the same day the template is applied, day 1 is the day after the template is applied, and so on.
- Task Name: is the name of the task. When choosing a name for your task, pick something that clearly indicates what it is you should do.
- Type: is the type of task. You can, of course, manage the types available to choose from on the Task & Event Types tab.
To apply a To-Do template, go to the record you wish to use it on. In the upper right corner of the Agenda box, click the + icon. You should see the template options there.
In addition to this, an Admin for your account has the option to create an Automation that will automatically apply a template to a record. To create an Automation, go to the Profile in the top right corner, then select Account Settings and click on Automations.
Add your conditions, and in the Actions section, you have the option to apply a template.
Example:
