A to-do template is a reusable set of tasks — each with its own due day, type and priority — that you can drop onto a company, customer, deal or person in one click. Use one for any process you repeat, like onboarding, follow-ups or renewals.
Before you start: Account Admin permissions required to create and edit templates. Any user can apply one.
Create a Template
- In the lower-left corner, click Settings.
- Click the Activities tab.
- Click To-do Templates.
- Click Add To-do Template.
- Enter a Name that says what the template is for, such as "New Lead Follow-up – 7 Days".
- Under Template Type, choose where the template can be used: companies, customers, deals, people, or any combination.
- Add a task for each step in your process, filling in:
- Day — how many days after the template is applied the task is due. Day 0 is the same day, Day 1 is the next day, and so on.
- Task Name — what the user should do.
- Type — the task or event type. See Create Task and Event Types.
- Priority — optional. See Set Up Task and Event Priorities.
- Click Save.
To change or remove a template later, use the pencil or trash can icon next to it on the To-do Templates page.
Apply a Template Automatically to New Records
Turn on the Default Option in a template to apply it every time a new record of that type is created. Only one template per record type can be the default.
Admins can also build an automation that applies a to-do template when something happens — for example, when a new person is created. See Automations Overview.
Apply a Template to an Existing Record
- Open the company, customer, deal or person.
- In the Agenda box, click the + icon.
- Select the to-do template.
The tasks appear in the Agenda box with due dates counted from today.
Due dates that land on a weekend can be pushed to the next weekday. Admins control this under Settings > Activities > Postpone & Duration — see Set Postpone and Duration Options.
Need help? Contact support at customercare@pipelinecrm.com.