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.

1. Click Tasks in the top menu bar.
2. Click the drop-down next to Create task and select Create from template.
   
3. In Message templates, click Create new template ().
4. 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.

5. Click Save template.

1. Click Tasks in the top menu bar.
2. Click the drop-down next to Create task and select Create from template.
   
3. In Message templates, click the ellipsis ().
   
4. Select Edit or Delete:

• • Edit—once —after you've edited the template, click Save template.
  • Delete—in the confirmation window, click Delete template.

MYOB Practice home