Task Templates let you save tasks you use repeatedly so you don't have to rewrite the instructions every time. Simply create a template once, give it a name, and your assistant can reuse it whenever you need.
To create a new template, go to Knowledge and Create How-To Guide.
Examples include:
Weekly sales report
Summarize unread emails
Prepare meeting briefs
Project update
Research a company
Creating a Task Template
To create a new template:
Go to Tasks and select Create Template.
Complete the following fields:
Name
Choose a short, descriptive name for your template.
Examples:
Summarize Emails
Weekly Marketing Report
Meeting Prep
Follow Up with Prospects
This is how you'll reference the template later.
Description
Add a brief summary explaining what the template does.
Example:
Summarizes unread customer emails and highlights anything requiring action.
Descriptions make it easier to identify templates if you have several saved.
Instructions
This is where you define exactly how the assistant should perform the task.
Be as specific as you'd like. You can include:
The objective
Step-by-step instructions
Formatting preferences
Tone or writing style
What to include or exclude
How the final result should be organized
Example:
Review all unread emails received today. Group similar messages together, identify anything requiring my attention, list urgent items first, and provide a short action summary at the end.
The more detailed your instructions, the more consistent the results will be each time you use the template.
Sharing Templates
You can optionally share templates with others:
Share with Team – Makes the template available to members of your team.
Share with Organization – Makes the template available across your entire organization.
Leave these disabled if you'd like the template to remain private.
Using a Task Template
After creating a template, it will automatically be available whenever you create a new task.
Click New Task.
Scroll to the bottom of the template list.
Your custom templates will appear below the built-in templates.
Select a template to automatically populate the task instructions.
Add any task-specific details if needed, then create the task.
Each time you use a template, the saved instructions are reused, allowing you to quickly launch recurring workflows without rewriting them.
Best Practices
Give templates clear, descriptive names.
Write detailed instructions so results stay consistent.
Create separate templates for different workflows instead of one template that tries to do everything.
Share commonly used templates with your team to standardize recurring work.