Create a template for to-do's and notes

Do you have any recurring tasks? Do you want to save more time? ⏲

You can create templates for to-do's and notes for things that may tend to happen frequently, to help save you time in creating similar/repeat tasks from scratch. ⚡

N.B. Templates are not currently available in the mobile apps, but available exclusively when using GetBusy in a web browser or the desktop app.

To create a new template, click on the GetBusy flag logo for the main menu, and go to the 'Templates' option.

In the Templates area, click on the 'Create template' action.

Choose which type of template you'd like to create, whether for a to-do or for a note.

For clarification on the difference between a to-do and a note, read more here: What are tasks / threads in GetBusy?

You can enter the information and pre-select any participants as you wish for your template, followed by clicking 'Create'.

Next, you can then name your template so it's clear what this particular template is for, and you can choose whether or not to share the template with your team so they can access it and use it as well when they wish to create to-do's/notes. Once entered, click 'Save'.

Once you have created and saved your template, your templates will be listed in this Templates area.

To create a new to-do/note from one of your templates, hover over the specific template that you wish to use - and you can either click on the  icon OR click the three dots '...' menu selecting 'Use' - either of which will open up a new thread for you based on this template, which you can then edit or add to before you create it.

If you need to change your template for future uses, you can rename or edit the template via the options within the three dots menu for the specific template you wish to change. Alternatively, you can simply create a new template.

If you want to keep your templates area tidy, you can delete old templates that you no longer wish to use by hovering over the template, clicking the three dots '...' menu and selecting the 'Delete' option.

*Deleted templates cannot be recovered.*

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Once you have set up any templates, you can also choose from your templates when creating new to-do's and notes from any of the following places:

a) via the Assigned to me page;

b) when on a particular connection;

c) on a team project;

d) under a private tag view.

You can now create repeated tasks much more easily and efficiently! 💥

💪 Power User Tip 💪

The alternative to creating templates and multiple repeated tasks which are completed individually is by using the powerful pause feature on the same task.

This way, rather than mark the task as complete each time, you simply pause the existing to-do until the next day/time you need to do the task again.

You can add comments/updates to the thread as you wish and GetBusy will timestamp every time the task is re-paused, so you can keep track of the full history of a repeating task all in one tidy thread. 👍