Settings - Task Templates

Task Templates allows you to define oft-repeated 'one off' tasks (aka tasks that are not connected to a project).

To create a new task template, click on the Create template button on the top right hand side of the templates list. A dialog box will open.

All fields are discussed in the guide under Project Manager >> Tasks. Once you have filled out all desired fields, click the Save button. Once created, task templates can be accessed from the Create task... dialog. Selecting a task template from here will auto-populate the new task with the template's data, saving you from tedious manually entry of the task's details.


Have an additional question about any of the tools that you answered? Submit it here, and we will be in contact to help you!

Important: You must check the box above to continue.

Cool Life CRM


Cool Life CRM enables a 360° marketing solution coupled with a full Relationship Life Cycle process, providing valuable insights for business leaders in real-time.

Client Support

Strategic Partners

Google Partner



IOS Compatible

 Skip Max Background Check Pair Networks




© 2020 Cool Life CRM, Inc. All Rights Reserved