Templates
Templates help you save time by providing a reusable structure for common or recurring tasks. You can create your own custom templates or use the pre-built Quick Start Templates to quickly set up common business tasks with pre-defined titles, descriptions, and frequencies.
Where to find it
Section titled “Where to find it”Open Templates in the app sidebar → Quick Start Templates tab.
Browse the library
Section titled “Browse the library”- Open Templates from the app side menu
- Stay on the Quick Start Templates tab situated below the page title
- Filter by Categories or search by name using the search field
- Click Create Task from Template on a template card to preview the task details
Create a task from a template
Section titled “Create a task from a template”- Click Create Task from Template on a template card
- OhYeh opens a new task with pre-filled details
- Set due date, owner, entity, and alert level as required
- Click Create Task
Quick Start Templates do not store a task’s due date or entity. Review those each time you create a task.
Custom templates
Section titled “Custom templates”For custom templates that your team can use, use the My Templates tab. See Custom templates.