Overview
Standardize repeated work and keep each area's task system consistent.
Workflows help people start common work quickly and understand each task's state.
- Templates save complete task and project workflows for repeated client work.
- Relative dates calculate each project and task date from a reusable schedule.
- Labels describe categories within one area.
- Statuses define how tasks move through one area's process.
Start with a template when your team repeats a service or process. Use relative dates when each copy needs the same sequence on a new calendar.
Area templates keep area-specific values. Workspace templates work across all active areas and map each status stage to the target area.