Template filters
From Planfix
Task template filters make it more convenient to work with task templates and templates for recurring tasks. Like with regular task filters, you can set criteria for selecting templates in a filter, and you can either use a filter one time or save it for future use.
Template filters are created just like task filters:
- Go to the Task section.
- Click the add sign at the bottom of the list of filters.
- Choose the desired task view from the list:
- in the window that opens for configuring preferences, select Templates or Recurring templates:
The remaining settings are the same as for task filters.
Example
- A filter that lets you find all the task templates that use the "Address" field: