Learn how to work with templates in CAFLOU. There are 2 ways of working with templates:
- Project templates and Task templates can be created by marking project or task as a "template" via an attribute in the project or task form
- Template for any object can be created using tags
First method is also preferable if you want to use project or task temples for process automation.
See both methods explained in a video:
💡 To prevent task and project templates from appearing among your active tasks and projects, it is a good idea to mark these tasks and projects as completed. When you create new tasks and projects from a template, they are created as active.
If you have any questions about how to use CAFLOU, please feel free to talk to us via a chat feature inside CAFLOU ❤