What are standard tasks?
Standard tasks are pre-configured tasks that you can reuse at any time. This is useful if, for example, you have a standard call task that you regularly use when a customer needs to be called. Standard tasks are visible to and usable by all users within the administration.
Creating a standard task
Open the administration settings via the gear icon in the top right.
Select 'Task list' in the menu on the left.
Under 'Standard tasks', select '+ Add standard task'.
Fill in the details you want to use as the default.
Select 'Save standard task' to create the task.
Using a standard task
Add a new task, either manually or via the 'Bulk actions' button.
Select 'Standard tasks'.
Choose the desired standard task.
The task details are automatically filled in and ready to confirm. Select 'Add to task list' to finalise the task.