Tasks - Templated tasks

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22 comments

  • Official comment
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    Leah Hanson Arlo support (Edited )

    The task sets for events feature is included in our March release.

    You can find out more about the feature in the Create task sets for events help article.

    If you are interested in the ability to use task sets for other items, please comment on the relevant new feature request:

    Task sets for campaigns

    Task sets for contacts

    Task sets for leads

    Task sets for orders

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    Kate Foister

    As an administrator this is essential to assign tasks at template level.  This will save me heaps of time; especially as I can have upto 12 tasks per event.

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    Helen Carroll

    Tasks can be added to courses but we still can't add to templates.

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    Tim Tarbotton Arlo support

    Hi Helen, templates act as "repeated courses/events" in Arlo. Would you like all similar courses to have the same tasks?

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    Nicky Trainor

    As an admin, it would be useful to be able to copy sets of tasks from one event to another, ideally being able to set them up as event presets if possible.

     I would like to see tasks added as event presets so we can display a common set of tasks when creating new events.

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    Donella Roberts

    Agreed, task sets should be available to be set-up - a must for event management, also completed tasks should still show at course level

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    Alice Harper

    tasks as presets would be great.

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    Gregg Kohansky

    Is this feature now available?  i tried to create an event using a template of an event which had some tasks but the tasks of the new event weren't created.

  • Avatar
    Leah Hanson Arlo support

    Templated tasks has been added to our development roadmap for this year.

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    Leah Hanson Arlo support

    Hi Gregg,

    This feature is not yet available but it is currently planned for release in early 2019.

  • Avatar
    Leah Hanson Arlo support (Edited )

    Good news!

    This feature is now in development and is currently scheduled to be available with our early March release.

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    Leah Hanson Arlo support

    + 1 customer has requested

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    Leah Hanson Arlo support

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    Leah Hanson Arlo support

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    Leah Hanson Arlo support

    + 1 customer has requested

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    Leah Hanson Arlo support

    + 1 customer has requested

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    Leah Hanson Arlo support

    + 1 customer has requested

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    Leah Hanson Arlo support

    + 1 customer has requested

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    Leah Hanson Arlo support

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    Leah Hanson Arlo support

    + 1 customer has requested

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    Leah Hanson Arlo support

    + 1 customer has requested

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    Leah Hanson Arlo support

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