Creating Task Templates
Administrators create templates for repeatable tasks in a business process. You can create templates for different types of business processes, such as monthly or quarterly. For example, you can save a set of tasks required for a monthly close and use the same template every month.
When you create a template, you set template properties such as a name, description and time span. You can specify instructions, attributes, rules, and day labels, and assign owners and viewers.
Watch this video to learn about creating task templates.
To create a template: