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A Task Template allows you to set up a chain of tasks to automate automate the creation of set of commonly occurring processesTasks

For example,

  1. A new worker is onboarded

  2. The IT department is notified and assigned the task of setting up system access for the worker

  3. The worker is sent induction information by HR

  4. Manager receives a calendar invite to greet the worker on first day

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Templates can be triggered manually or by an onboarding.

Within the template, add individual tasks.

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All of these individual Tasks will be created when the Task Template is used.