video1.0<iframe src="https://www.loom.com/embed/b511f4011f994c6ea3e2788645e767e4" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/b511f4011f994c6ea3e2788645e767e4-7c1c5a13f5f4ff79.gif254.72This Loom explains how to create task templates in the Settings area under Templates. The creator shows grouping templates into folders such as seller lead follow up, making sure to select the folder before clicking Add Template. They then walk through naming the template, choosing a task type like call, adding details, assigning an assignee or role, setting priority and due date timing, and adding optional checklists. Finally, they cover additional options like assigning to a user, enabling task reminders (for example one hour before due), and notifying via phone number before creating the template.