How do I create a Custom Task List?

  1. From the Admin Portal, click on “Settings” - "Templates" and then “Task Templates”.
  2. Click “add new template”. Your new template will be displayed in the list of templates. (You can also edit existing task lists)
  3. Click on “Tasks” button.
  4. Click on “Add new task”.
  5. Type the Task in the “Text” field.
  6. Under “Relative Time” use the drop-down arrow to define the number of days BEFORE the Live date that the task should be completed. Keep in mind the date that is displayed is based on the date of the Live event.
  7. Click “save”.
  8. Repeat for all tasks that you want to add to the template. Each time you use the task, you will be given the opportunity to remove or add new tasks.

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