Prioritize templates automate your task creation, ensuring an easy, repeatable process every time.

Let's see how it works.

Let's say your marketing team regularly needs legal review of collateral.

Start by giving your template a clear name and description. We'll call this marketing collateral review.

Next, customized form questions to gather all the information you need. What type of collateral is it? Were any third party materials used?

This will help to avoid back and forth communication in the future.

Now, let's move to the task details. These three fields are only visible to prioritize users.

Program the template with subtests detailing next steps.

Next, add in any relevant attachments.

Finally, add who the tasks should be consistently assigned to.

These fields will automatically populate every time a task is created, ensuring your team is consistently following the same process.

Once you're set, go ahead and publish.

Now, the marketing team can select the appropriate template from the gallery.

The custom questions ensure they are providing all necessary details, giving your team everything you need to work through the request.

Once created, you'll see that the subtasks, attachments, and assignees are all prepopulated.

To learn more about task templates or link squares prioritized, visit the knowledge base.