Task Creation with Custom Templates
M
May
It is great to be able to create a template for a task where any similar task can be created from the template. The template will have the a pre set name, checklist, description, labels, linked goals (if applicable). This will save time and effort for repetitive tasks. May be the only thing to be manually entered is the assignee and the due date.
Canny AI
Merged in a post:
Customizable Task Templates
N
Nate Veney
Add the ability to create Task and Goal Templates for recurring, tasks.
For instance, HR Actions for processing a promotion request has around 6 steps that are the same for each instance.
If an "Employee Promotion" task template could be created including the 6 step checklist, I could efficiently assign the task to my staff.
Furthermore, once created, I could make the template a group task and allow Department Directors to assign an "Employee Promotion Request Form" (Task) to the HR Department which could potentially replace an email requesting the a request be initiated which increases efficiency.
Plus, this would tie back into HR staff performance as we would be able to have the Task Template associated with the "Effectively Provide HR Service /Support" goal.
Lastly, this would also increase Teamflect Usage across the company because if this were to work like I envision, I would update our current process for submitting HR Actions to required that they be initiated in Teamflect......
Thanks For Your Consideration
Andrew Errington-Thomas
We really want this type of feture to. There are many cases when we want to add a Goal that requires lots of predfined tasks to complete it and we'd love to be able to attahced those tasks to the goal from a list of prdefined templates. However, make aure the templates can only be seen by users based on permissions and not everyone. Some list of tasks (such as HR or OPS tasks shouldn't be open knowledge).
C
Christy
This would be a huge help