Creating a Task Template
1/5
What you should know:
A Task Template is a preconfigured grouping of tasks that are related or dependent on one another and combined to create a complete checklist that can be applied to an event, rather than creating individual tasks.
+ Start Tutorial
Examples
- Specific Event types that require common tasks
- Repetitive activities, such as pre-sales or post-event checklists
- Checklists specific to departments or teams
Click + to begin a step-by-step tutorial.
2/5
Create a Task Template Steps 1 and 2
Navigate to the Tasks tab on the main menu and click the Templates tab.
+ Next
Click +Next to move to the next step.
3/5
Create a Task Template Step 3
Click Add. This will open the Create Task Template Slider.
+ Next
Click +Next to move to the next step.
4/5
Create a Task Template Step 4
Enter a Name for your Template. Click Add Task.
+ Next
Click +Next to move to the next step.
5/5
Create a Task Template Steps 5 and 6
Create the task and assign it to a specific user or event staff role. Click Add Task for each new task that is part of this Template. Click Save when complete.
Click +Next to move to the next step.
Note
To use task templates, access must be granted to the role by your system administrator. A role can have full editing privileges, view-only privileges, or no access.
Create a Task Template
Momentus Education
Created on November 8, 2025
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Transcript
Creating a Task Template
1/5
What you should know:
A Task Template is a preconfigured grouping of tasks that are related or dependent on one another and combined to create a complete checklist that can be applied to an event, rather than creating individual tasks.
+ Start Tutorial
Examples
Click + to begin a step-by-step tutorial.
2/5
Create a Task Template Steps 1 and 2
Navigate to the Tasks tab on the main menu and click the Templates tab.
+ Next
Click +Next to move to the next step.
3/5
Create a Task Template Step 3
Click Add. This will open the Create Task Template Slider.
+ Next
Click +Next to move to the next step.
4/5
Create a Task Template Step 4
Enter a Name for your Template. Click Add Task.
+ Next
Click +Next to move to the next step.
5/5
Create a Task Template Steps 5 and 6
Create the task and assign it to a specific user or event staff role. Click Add Task for each new task that is part of this Template. Click Save when complete.
Click +Next to move to the next step.
Note
To use task templates, access must be granted to the role by your system administrator. A role can have full editing privileges, view-only privileges, or no access.