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.
Action templates can be a great way to remind yourself of all those steps each week.
To create an action template:
- Go to the menu (upper right corner)
- Click "Action template"
- Opens up new window, scroll down to "+ Add new template"
- Name the template and provide a label if desired
- Add the actions, who you want to assign them to, and when you want them to occur. It will look something like the below.
Than you just save the action template and you are done!
Setting due dates on action cards
If the steps in your action template happen in a predictable timeline, you can add due dates to an action template.
These due dates are all created in relation to the due date.
With each step, you can either say it goes before the deadline or comes after the deadline.
So when you set the first step to "Day 1", you are saying that this step will take place the same day as the deadline of the main action. If the action card doesn't have a deadline, then "Day 1" it is due today.
For example, let's say I took the "Blog post" action template from the above section and added it to an action card without a deadline. If today was October 13th, it would look like this:
When you set a step to "Day -7", you are saying that this step will take place 7 days before the deadline.
Let's say I take that same template and change the deadlines to use negatives.
If I take that template and add it to an action with a deadline of October 31, it would look like this.
Adding an action template to a card
- 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!