Templates

Working with templates

Templates allow you to create plans in a reusable and consistent way. Within the template, you can define the sections and tasks, add the users who will manage plans created from it, and configure...

Creating templates

Click Templates on the left hand menu, and then click the Create template button (top right). Once you've given the template a name, click Create. You'll be taken to the template editor to start...

Adding users to templates

First open the template you want to add a user to. Then click the Person button at the top right of the page: This opens up the page where you can manage the users assigned to the template: From...

Integrating your CRM

Our CRM integrations generally support the following features: * Shortcuts provided within the CRM to create and manage plans for a contact. * Events are added to notes or the timeline when the...

Any vs. sequential order

Plans and sections can be completed in 'any' or 'sequential' order. Here we'll look at how to change these settings and what it means. Section order You can change the order that sections are...

Setting template or task due dates

You can set due dates at both the template level, and for individual tasks. Template due date You can change the template-level due date by opening a template, and clicking Template settings on...

Making tasks optional

To make a task optional, find the task you want to make optional, click the manage button (three dots) to the right of it, and then click Task settings. Toggle Make this an optional task, like...

Collecting personal info

Plans can collect missing personal info before the participant is able to start completing tasks. This works by configuring the personal info that you require from the owner participant in the...

Customizing the thanks page

The 'thanks page' is the page a participant sees once they've completed the plan. Note: Only the owner participant will see this page. If an invited participant completes the last task, they'll...

Collecting feedback

Our feedback feature allows you to ask for a star rating (between 1-5) and collect a feedback message from the owner participant once a plan is completed. Enabling feedback You can enable...

Using webhooks

Webhooks can send events around plans to a remote server via HTTP POST requests. You can use these events to trigger other automated actions around your plans. You can also send these events to...

Understanding task actions

Each task has an associated 'task action'. The action is what the participant is expected to do to complete the task. The most basic task action is a simple task. If you choose this task action,...

Other template options

You can enable/disable template options by opening a template, clicking Template settings on the main page, and then selecting the Other options tab. Options available to customize: * Allow...