Skip to content
Share
Explore
Base tables
Subtask Templates
This is where you define the set of subtasks that each task category always requires. When you choose a category for a new task, you can automatically pull in the right set of subtasks for that task.
Template Category
Name
Webinar
7
Choose a topic
Identify target audience
Obtain manager approval
Send invitation to audience
Prepare presentation deck
Rehearsal and dry run
Give webinar
Competitive analysis
3
Review last year's report
Perform SEO rank comparison
Update report and distribute to team
Monthly reconciliation
4
Reconcile cash in bank accounts with general ledger
Approve any pending expense reports
Review closing journal entries with manager
Execute journal entries
Template Categories
Name
1
Webinar
2
Competitive analysis
3
Monthly reconciliation
There are no rows in this table
👉Next up:
Want to print your doc?
This is not the way.
This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
CtrlP
) instead.