How can admin add a new task template?

Adding a new task template refers to the process of creating a standardized and reusable template for a specific type of task or activity within a task management or project management system. 

To add a new task template, the admin must perform the following actions:

1. From the greytHR Admin portal, navigate to the Settings icon > System Settings > Checklist > Template Gallery.
2. On the Template Gallery page, click the required group. The list of task templates appears on the left side.
3. Click Add new task template. The Add Task Template pop-up appears.
4.  In the Task Template Name text box, enter the name of the task template.
5. From the Priority dropdown list, select the Low/Medium/High option as per your requirements.
6. In the Description box, enter the description of a task template.
7. In the Complete by text box, enter the number of days in which you want the task to be completed.
8. From the Owner dropdown list, select an owner of the task
   Note: You will not get the option to add a form on the Template Gallery page.
9. Click Save to create the task template.

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Related Links:

Video - To watch more videos on greytHR Admin portal, click here.

FAQs - To read more FAQs about System Settings, click here.

Documentation - To learn more about the Template gallery, click here. 

Product Update - To read about the product update, click here.