Task templates in RankingMojo streamline your workflow by allowing you to set up a standardized list of tasks for your services. This feature eliminates the need to manually create the same set of tasks for each order. Follow these steps to create a task template:
- Navigate to Task Templates:
- Log in to your RankingMojo account.
- Click on the Sales tab in the main menu.
- Select Task Templates from the dropdown menu.
- Create a New Task Template:
- Click the New Task Template button.
- Enter a name for your task list template.
- Click Save.
- Add Individual Tasks to the Template:
- After saving, you will be redirected to the task list template page.
- Click the New Task button.
- Fill in the details for each task (e.g., task name, description, due date).
- Click Create to add the task to your template.
Repeat the process to add all necessary tasks to your template. Once completed, you can assign this task list to your services, ensuring a consistent and efficient workflow for each order.
