Create task templates that automatically populate when new deals are added.
Task templates are a predetermined list of action items that auto-populate on each new deal upon creation. Task Templates help teams save time by pre-populating the required list of action items per deal.
🔒 Permissions
Admin and Standard Roles can access Task Templates in Settings by default. 
💡 Things to Consider
Users can update task templates from both the Deal Level Task tab or the account settings.
Changes made to task templates do not take effect retroactively.
⚙️ Steps
Add a Task Template
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Select the gear icon to access the account settings.
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Select Task Templates from the Settings menu sidebar.
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Select "+ Create Template"
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Enter a name for the task template, then select save.
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Select the Template from the list to configure it further.
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Select the "Associated Layouts" field. Select from the list of existing Deal Layouts in the dropdown. When a new deal is added to TermSheet with the layout selected, the task template will populate automatically.
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Select the Configuration tab to begin building out the task sections and task items to the Task List.
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Select the ⁝ icon next to the Add Section button to save the template.
