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Create a task template

Task templates are email templates that can be customised for your practice when you're sending a portal task to clients. It'll help you save time when creating standard task emails for clients. Task templates are only available for general tasks.

Only users with the Administrator role or Manage task templates role can create or edit task templates. All other users can use the template when they create a task.

To learn more, see the roles help page for Australia or New Zealand.