{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/fcdb94477d574ecea08e2ce4581f1ff8\" frameborder=\"0\" width=\"1920\" height=\"1440\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1440,"width":1920,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1440,"thumbnail_width":1920,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/fcdb94477d574ecea08e2ce4581f1ff8-d84069336b58292b.gif","duration":121.8,"title":"How to Create Custom Task Templates","description":"In this Loom, I show you how to set up your own custom task templates in Marlowe. I start by clicking Add task template in the top right, then filling in the workflow name, description, standardized remind date, and due date, and marking it as high priority if needed. I add sequential subtasks like send the LOA and chase for info, draft the advice, check the advice, and send it. Once done, when a matching action point comes up in a client conversation, it auto creates the task. Action requested, try creating one template using your own standard workflow."}