Advice and answers from the Hive Team

Action templates are a way to create a series of tasks you often perform together. For example, every week you have a sales and marketing meeting. Before that meeting, you need to update the spreadsheet with the latest sales figures, collect reports from the various salesmen, and write the status of all the tasks assigned in the previous meeting. 

To create an action template for that series of tasks:

  1. Go to the menu (upper right corner)
  2. Click "Action template"
  3. Opens up new window, scroll down to "+ Add new template"
  4. Name the template and provide a label if desired
  5. Add the actions (i.e. update the spreadsheet with the latest sales figures, collect reports from the various salesmen, and write the status of all the tasks assigned in the previous meeting)
  6. Click "Save"
  7. Click "Done"

Once you have created an action template, to add it to a task

  1. Go to create tasks in My Actions and select "Template: None" in bottom right corner (see image below)

2. Click create and it will create the action with an action template as a series of sub-actions (see image below)

Hope you find them useful!

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