Create a task template

https://help.myob.com/wiki/x/tIA7B

Close

How satisfied are you with our online help?*

Just these help pages, not phone support or the product itself

0

1

2

3

4

5

Very dissatisfied

Very satisfied

Why did you give this rating?

It's hard to find information

Instructions are hard to follow

Content isn't detailed enough

It doesn't fix my software problems

Anything else you want to tell us about the help?

Task templates are email templates that can be customised for your practice when you're sending a portal task to clients. It'll help you save time when creating standard task emails for clients. Task templates are only available for general tasks.

Only users with the Administrator role or Manage task templates role can create or edit task templates. All other users can use the template when they create a task.

To learn more, see the roles help page for Australia or New Zealand.

To create a task template

Click Tasks in the top menu bar.
Click the drop-down next to Create task and select Create from template.
In Message templates, click Create new template ().
Complete the details:
- Template name—this name will be what other users in your practice will see when they are selecting a template for a task.
- Title—this will be the subject of the task email that is sent to the users. It will also be the task title displayed on your Tasks page.
- Description—enter the details of the email you want to send the client.
Click Save template.