How to use Task Templates

What are task templates?

Task templates make it easy to standardize action items or processes for deals within Occupier. Instead of creating tasks from scratch for every new deal, task templates enable you to create repeatable workflows for numerous project types that are easily exportable into individual deals. 

How do I create a task template?

Step 1: Navigate to the “Task Templates” tab from your settings icon in the top right corner of your screen.

Step 2: Click “Add Task Template”, name the workflow accordingly and press submit.

Step 3: From there click on “Add Task” to add steps or action items in your process. 

Keep clicking "add task" until you have completed your workflow. You can come back and edit this anytime. To reorder tasks, use the two horizontal lines on the left to drag and drop. 

Once completed, you are ready to import your template into a deal. First search for the deal using the search bar at the top of the page - 

Step 4: To import a task template into a deal, click on the “+” icon in the Tasks tab on the deal page.

Select the task template you wish to import into the deal and press “submit”.

From there, you will see that all tasks for this workflow have been populated on the deal page. 

You can assign due dates and task owners as needed for each individual deal.