Joey
Merged in a post:
Allow us to apply a template to a task on mobile
Nat Marshik
Currently no ability to execute the apply template action except in the browser. Would like to be able to apply templates to tasks when creating them on mobile.
Joey
Thanks! We will consider it.
Michelle May Jovito
This is a must
J
JTK
This is essential for those of us who work in the field, who need to meet clients where they are. We rely on repeatable procedures that currently can’t be accessed outside the desktop app, like checklist templates and task templates.
Business examples where contextual templates are essential:
This doesn’t even touch on what’s possible at a personal level. These are just professional use cases where the lack of mobile access blocks real productivity.
-Event coordinators using venue setup checklists while onsite
-Home healthcare providers following patient intake and care plan templates during visits
-Construction managers referencing punch lists and safety protocols on the job site
-Real estate agents conducting property walkthroughs with standardized evaluation checklists
-IT field technicians running through service diagnostics and installation steps at client locations
-Environmental inspectors logging site observations using structured reporting templates
A construction manager will need different checklists depending on the project. A real estate agent will use different templates based on the type of property. This is not optional. This is fundamental.
This is something a mobile product owner should have been advocating for as a core feature in version 2 of the mobile app. Templates are not a desktop luxury. They are a necessity for people who actually work on location.
#android
Templates need to be editable and adjustable in the field via mobile.
Thanks.
Joey
Merged in a post:
Make Checklist templates available in Mobile
HPF
Currently, checklist templates can not be accessed via mobile. This is needed.
Joey
How would this make your mobile experience better?
HPF
Joey, I am in the field more than I am in the office. For simple processes, checklists are great, and they are repeatable.
Joey
Merged in a post:
Use templates when creating tasks on mobile
C
Chris Manna
I've created templates to more quickly be able to create tasks on desktop which is excellent but when I'm on the go and want to create a task on the fly I want to be able to take advantage of that feature on my mobile phone.
Joey
Thanks for letting us know about this
Joey
Merged in a post:
Template Use in Mobile
Lauren Ratcliffe
When on the move (constantly in my case) I rely on the mobile app to do a majority of delegation, but I can't use the templates my teams created which is super frustrating. Unless myself or someone else goes back in on desktop and applies a template to the task I created, which is just additional time wasted, our workflows and processes are no longer seamless.
Joey
Thanks for letting us know about this
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