Task Library
Task Library allows you to pull in items from a foldered library. Advanced versions allow syncing changes from the Library.
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- Contact your account manager to see if you qualify
Will be available on these plans later this year:
- Grow - Upgrade today to access
- Enterprise - contact Sales
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:
- Click to Manage Tasks & Forms on any TRIP
- Hover over Add To Library icon under the ACTIONS column
- Click to open the popup
- Optionally "ADD BASE FOLDER"
- Then click ADD TO LIBRARY
- You'll see the confirmation "Added to Library" back on the Trip Task List.
Add FROM Library
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Sync Changes
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