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Box+Dice: Contacts, Prospecting & Leads

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task templates

On occasion , we change the task templates. It would be good that any modifications would flow through to all existing templates already attached to contacts.

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Tracy Fitzclarence shared this idea  ·   ·  Report…  ·  Admin →
Existing Feature  ·  AdminYvey Colla (Support Team Lead, MRI Software) responded  · 

Hi Supporters

Thank you for your Suggestion!

We are happy to let you know that this functionality is already available in Box+Dice


To update a Task Template, go to Settings > CRM > Task Templates, select the template, then edit task items (assignee, timing/schedule days-weeks-months, task type, linked action, subject, or task note). Click Save to update the item and Save again to save the template; you’ll be prompted whether to apply changes to existing tasks created from it.

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  • Jessica - Buxton commented  ·   ·  Report

    Any movement on this one please? This is important for keeping the network aligned with branding updates.
    Thanks!

  • Tracy Fitzclarence commented  ·   ·  Report

    The templates don't change often but it would be good for any changes to flow through to existing loyalties so that everything is kept relevant
    Ta