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Activity Templates

Save time by using activity templates with just a few clicks

What are Activity Templates and How to Activate them?

Templates let you reuse the setup of an existing activity. When creating a new one, you can select a template to automatically fill in all settings. All that’s left for you to do is select the dates. Everything else is ready to go.

How to use activity templates

Note: The template dropdown only appears once at least one template is saved.

How to activate and deactivate templates?

You can activate and deactivate an activity template in settings of that specific activity.

Save Activity Template

Tip: Only mark activities as templates if you plan to reuse them.

An overview of all activated and deactivated templates can be found in Activities > Management, under the "Template" column. 

Overview of (un)saved activity templates