This would be hugely beneficial for businesses that have teams and want to streamline their organizational processes.

I would like the ability to create templated tasks and also be able to have them automatically assigned to specific users as an opportunity card is moved from one stage to another

Yes this would be fantastic to be able to assign to a new account. A list of tasks that need to be performed, documents generated/signed.

Yes please, not having this is no bueno for a CRM... make sure we can automate them too if you really want to show off :O

https://ideas.gohighlevel.com/crm/p/rework-of-tasks-section-having-preset-tasks-add-in-custom-rows-sort-by-day-examp - merge as this has 15 upvotes.

Core Platform Shaun Clark Can we get task templates pleaseeee! Like REI sift has, templates of tasks that are used over and over, usually the task is a set time frame too, admin can build out templates of a task. Such as call contact in two hours. Or another example we reach out to a contact 8 times so we have a task labeled A01 for attempt 01, then A02 for attempt 2 and so forth. This will be especially helpful if we had a counter of tasks completed per contact on the opportunity card.

Suggested in 2021!!!! - How is this not yet a feature... come on devs get your act together... maybe you just like typing out the same thing over and over again 😵

I think that is a must have. Task like Call, Visit, Follow up are needed

This would be so useful and also allow us to standardise tasks name and therefore apply email filters to task notifications

Could really use this