Skip to content
  • There are no suggestions because the search field is empty.

Task & Form Library

Task Library allows you to pull in task items from a foldered library. Advanced versions allow syncing changes from the Library.

Available on the following plans: 

Why Do I Need a Task Library?

Task Library is an advanced feature for clients who need to maintain consistent Tasks & Forms across Trips when Templates are not sufficient.

Templates are a great option when the Trips have the same set of Tasks each time. But if each Trip requires a unique combination of standard Tasks, it can be much more convenient to save the standard Tasks to the Library and then add them as needed per Trip.

This can be especially important when using the API Fieldname feature - crucial for using Zapier automations based on Task Webhooks or Configured Trip Reports.

Using the Task Library makes it easier to ensure consistent API Fieldnames. 

Add TO Library

To save Task & Form Items to your Task Library for future use:

  1. Click to Manage Tasks & Forms on any TRIP
  2. Hover over Add To Library icon under the ACTIONS columnadd to task library
  3. Click to open the popupadd to task library - popup
  4. Optionally "ADD BASE FOLDER"
  5. Then click ADD TO LIBRARY
  6. You'll see the confirmation "Added to Library" back on the Trip Task List.
    add to task library - confirmed

Add FROM Library

To use a Task & Form Item from your Library

  1. Click to Manage Tasks & Forms on any TRIP
  2. Click the ADD FROM LIBRARY button add-from-task-library
  3. In the popup, select the Task Form you want to pull into the TRIPadd-task-to-trip
  4. Once added it will appear on Trip Pages based on the Assigned To setting

Sync Changes

Contact Sales to enquire about this advanced feature to ensure a single change is synced across all your Trips and Templates