Go to your Pipeline

Pipeline CRM Help Center

Search for any help questions or topics.

Is there a way to add a to-do template from the list view?

Maria Herrell
Updated 1 year ago

You can set a default to-do template that will automatically apply to all people as they are added to the system. However, there isn't currently a way to add a to-do template to multiple people at once after they are created. Nevertheless, you can add individual tasks to multiple records by selecting the relevant list view (Companies, Deals, or People) and clicking the '+ Add Task' button.

Did this answer your question?
😞 😐 😃