This setting will allow workspace admins to push changes to existing task lists that were created using that template.
After making changes on a Task Template, determine if the changes should be applied to existing task lists applied to a deal, property, or custom object.
💡Things to Consider
What will change on Existing Task Lists?
This setting will overwrite column configurations and update on to any task lists on the deal, property, or custom object that were created using the same template. Those changes include:
- Changing the order of the columns
- Adding or removing fields as columns on the list view
- Adding or removing custom fields on task lists
What will not change on Existing Task Lists?
No values existing on custom fields will be changed
No additional tasks that were added to a task list (after it was created from the template) will be removed.
⚙️Steps
- When any of the changes from the list above are made to the Task Template, select the ⁝ icon.
- Select Update Existing Lists
