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
- Click Settings (bottom-left).
- Select the Activities tab.
- Open To-do Templates. 
Create a To-do Template
- In To-do Templates, click Add To-do Template.
- Enter a Name (make it specific, like “New Lead Follow-up – 7 Days”).
- Choose the Template Type (where it can be used): Deals, People, and/or Companies.
- 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).
- 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)
- Open the Person, Company, Customer, or Deal you want to apply it to.
- In the Agenda box, click the + icon.
- 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 customercare@pipelinecrm.com.