Clone a Task Template

You can create a task template based on an existing one by cloning the desired template, then editing the new template to make it unique.

From the home page, click Configure and click Task Templates.
Select the template you want to clone from the Task Templates panel and click Clone selected records.

Enter the Name and Description for the new template and click Clone.
Finish entering details for the new task template in the Details panel.

NOTE: Admin automatically saves the changes you make. A message appears at the bottom of the page when you make changes.

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Last updated 6/12/2025.