Sync To Client Templates/Active Projects

Using the Sync To Client Templates/Active Projects button located within the General template you can now update Taskflow Tasks to exist Client Templates and Active Projects.

 

*IMPORTANT* The Sync function works off of the Task Name within the task. If you have changed the Task Name on your General template you will want to update any existing Client Templates or Projects to match so the Sync does not create duplicate Taskflow Tasks within your projects & templates.

 

You can add in new Taskflow tasks and run the Sync or you can Edit an existing task and mark the To Be Deleted checkbox to remove additional tasks that may not be used.