Default task template
In the settings of an employee's card or the card of contact with Planfix access, you can select a template that will be used to create tasks.
Default template settings for employees:
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Default template settings for contacts with Planfix access:
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These settings have the following limitations: The settings apply to tasks created using methods that don't override the template, such as creating a task using the Plus sign in the main menu. If a task is created in a task filter or planner list that contains selection criteria for a certain task template, then the template in the selection criteria will be used and the default task template will be ignored. The selection criteria template will be the template indicated in the window for creating a task, but the user creating the task can change it to a different template available to them by selecting a new one from the list.