How to Create Task Templates in FlowerBuddy
Recurring tasks like ordering flowers or sending reminders? Save time by adding them to your Event Templates so they’re automatically included in new events.
1. Access Your Event Template
From your dashboard, click “Data” in the top navigation bar.
You’ll land on the Event Templates tab by default.
Click on an existing template to open it.
2. Add Template Tasks
Go to the Tasks tab inside the template.
Click “Add Task” to create a new template task.
Set the task name, description, and a relative due date (e.g., “21 days before the event”).
When you create a new event using this template, those tasks will be copied in automatically and given a real due date based on your offsets.
Need help setting up templates? Just reach out via the in-app chat!