AdminPulse allows you to both import and export task templates. This way, you can easily adopt a specific task template without having to set all the parameters yourself.
You always have the option to exclude certain parameters from being imported or exported.
When importing a task template, you can immediately make small changes specific to your own AdminPulse system.
Exporting a Task Template
To export a task template, click on the dots on the right side and then select "export task template."
You can then decide not to export certain elements. Be careful, if the task template is imported later, you will need to set the missing parameters yourself.
Then click on "export." The downloaded file will be of the .json type.
Importing a Task Template
At the top of the Task Templates screen, you can click on 'Import Task Template'. Then choose the task template you want to import. Note that these are of the file type .json.
You also have the opportunity to exclude certain parameters from being imported.
If applicable, you can also immediately assign a custom email template and price list item to the task.
Once the task template is imported, it will be in your list of task templates and you can start using it right away.