Cases Configuration

Task Templates

Simple, reusable tasks — a thing to do and who does it — for dropping into cases and case flows.

What task templates are

Each template has a name, a description and (optionally) an assigned user. The list shows name, description and last-updated; search or Create New.

Creating & editing

Set name + description; leave the assignee as none to pick at generation time, or assign a team member. Templates can be duplicated, edited or deleted any time. They slot into Case Flows as Task steps.

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