Templates can really help you save time when you do the same things repeatedly. If you're not familiar with templates yet, you can find out more in the article Create a template for to-do's and notes.
Once you've created templates, you can create schedules for them in order to create notes and to-do's automatically.
For example, you have created a template like the one below for something you need to do by the end of every month - create a share a report with your team.
You can have GetBusy automatically create to-do's for you based on the template by using a schedule.
In your templates list, hover over the template you'd like to schedule, select the more option, followed by Schedule.
❗ Scheduling is currently only available for private templates. Scheduling team templates will be on the way in GetBusy soon.❗
Choose between a daily, weekly, monthly or yearly schedule and configure the associated options before clicking Set to start the schedule. The schedule will then be live immediately.
To disable the automatic schedule at any time, simply edit the schedule and turn the Repeat option to 'Off'.
Threads created automatically from template schedules are created at 9:00am (your time) and will appear in Catch-up and Assigned to Me (if you are responsible).
💪 Power User tip 💪
If you're looking to create a schedule for every working day (Monday - Friday), use a weekly schedule and select all the appropriate days.