How do I edit a Smart Task template?

To edit a template, go to the Tasks tab. The task tab defaults to the current task view:

Click on the smart task button:

This will list all smart tasks templates. Click on one of the tasks to view or edit. The right-hand panel will open to display all relevant settings. Note: Any changes made will also affect any incomplete tasks previously created by that Smart Task.

Task Details

Within any of the Smart Task template, you can enable a Records Required toggle:

Smart Task Settings

Update on completion means that once the task is marked as complete, this field will be updated, which will generate the smart task for the following period.

Internal

There is a section to assign to account manager (default) or any user.

You can also add any relevant notes related to the task:

Planning

Each Smart Task has a Planning Section, where you define:

-         Start Date: When the task becomes visible or actionable.

-         Complete By: The internal target date.

-         Deadline: The actual external deadline.

The planning section allows rules to be applied to an example due date shown greyed out on the top bar of the planning section. In this example, the company has a year ending 31/12/2025 and the due date has been set as 30/9/2026.

Use the drop down menus to select a certain number of days/weeks/months that occur before/after a date relative to the due date. This will then set the start, complete and deadline dates.

You can amend the settings and see the resulting dates against each line (start, complete and deadline). When you are happy with the amendments, click the “save” button top right.