{"id":142578,"date":"2026-08-16T10:24:25","date_gmt":"2026-08-16T10:24:25","guid":{"rendered":"https:\/\/docs.daftra.com\/user_manual\/%d9%83%d9%8a%d9%81%d9%8a%d8%a9-%d8%aa%d8%b4%d8%ba%d9%8a%d9%84-%d9%85%d8%b3%d8%a7%d8%b1-%d9%85%d9%87%d8%a7%d9%85-%d9%85%d9%86-%d9%82%d8%a7%d9%84%d8%a8-%d9%85%d9%88%d8%ac%d9%88%d8%af\/"},"modified":"2026-08-16T12:33:21","modified_gmt":"2026-08-16T12:33:21","slug":"how-to-add-a-task-flow-from-an-existing-template","status":"publish","type":"user_manual","link":"https:\/\/docs.daftra.com\/en\/user_manual\/how-to-add-a-task-flow-from-an-existing-template\/","title":{"rendered":"How to Add a Task Flow from an Existing Template"},"content":{"rendered":"<section class=\"wpb-content-wrapper\"><p>[vc_row][vc_column][vc_custom_heading text=&#8221;How to Add a Task Flow from an Existing Template&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1786881880807{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][vc_column_text]<\/p>\n<p class=\"PDq2pG_selectionAnchorContainer\" data-start=\"111\" data-end=\"373\">The system allows you to add a ready-made <strong data-start=\"152\" data-end=\"165\">Task Flow<\/strong> for a specific employee using a preconfigured template. All tasks associated with the template are automatically created and assigned to the employee, eliminating the need to enter tasks manually one by one.<\/p>\n<ul data-start=\"375\" data-end=\"808\">\n<li data-section-id=\"eqpnjh\" data-start=\"375\" data-end=\"423\">From the main menu, click <strong data-start=\"403\" data-end=\"422\">Task Management<\/strong>.<\/li>\n<li data-section-id=\"19qyide\" data-start=\"424\" data-end=\"448\">Select <strong data-start=\"433\" data-end=\"447\">Task Flows<\/strong>.<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-142581\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/08\/1-e.png\" alt=\"\" width=\"1898\" height=\"866\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/08\/1-e.png 1898w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/08\/1-e-300x137.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/08\/1-e-1024x467.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/08\/1-e-768x350.png 768w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/08\/1-e-1536x701.png 1536w\" sizes=\"auto, (max-width: 1898px) 100vw, 1898px\" \/><\/p>\n<ul>\n<li>Click the <strong data-start=\"464\" data-end=\"481\">Add Task Flow<\/strong> button.<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-142584\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/08\/2-e.png\" alt=\"\" width=\"1920\" height=\"862\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/08\/2-e.png 1920w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/08\/2-e-300x135.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/08\/2-e-1024x460.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/08\/2-e-768x345.png 768w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/08\/2-e-1536x690.png 1536w\" sizes=\"auto, (max-width: 1920px) 100vw, 1920px\" \/><\/p>\n<ul data-start=\"375\" data-end=\"808\">\n<li data-section-id=\"lt0n4e\" data-start=\"493\" data-end=\"808\">In the <strong data-start=\"502\" data-end=\"527\">Task Flow Information<\/strong> section, enter the following details:\n<ul data-start=\"568\" data-end=\"808\">\n<li data-section-id=\"1potlb8\" data-start=\"568\" data-end=\"646\"><strong data-start=\"570\" data-end=\"582\">Employee<\/strong>: Select the employee for whom you want to add the Task Flow.<\/li>\n<li data-section-id=\"19u06rw\" data-start=\"649\" data-end=\"742\"><strong data-start=\"651\" data-end=\"664\">Code<\/strong>: Enter a unique code for the Task Flow (the code is generated automatically).<\/li>\n<li data-section-id=\"131ovo1\" data-start=\"745\" data-end=\"808\"><strong data-start=\"747\" data-end=\"759\">Template<\/strong>: Select the ready-made template you want to use.<\/li>\n<li data-section-id=\"131ovo1\" data-start=\"745\" data-end=\"808\">Once you select the template, all tasks defined in it are automatically loaded and displayed in a preview table containing: <strong data-start=\"939\" data-end=\"953\">Title<\/strong>, <strong data-start=\"955\" data-end=\"965\">Module<\/strong>, <strong data-start=\"967\" data-end=\"979\">Priority<\/strong>, <strong data-start=\"981\" data-end=\"998\">Assignee<\/strong> (automatically populated with the selected employee&#8217;s name), and <strong data-start=\"1064\" data-end=\"1076\">Due Date<\/strong> (automatically calculated based on the creation date and the number of due days specified in the template).<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-142592\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/08\/3-e.png\" alt=\"\" width=\"1920\" height=\"865\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/08\/3-e.png 1920w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/08\/3-e-300x135.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/08\/3-e-1024x461.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/08\/3-e-768x346.png 768w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/08\/3-e-1536x692.png 1536w\" sizes=\"auto, (max-width: 1920px) 100vw, 1920px\" \/><\/p>\n<ul>\n<li data-section-id=\"16twxj4\" data-start=\"1188\" data-end=\"1230\">Review the tasks displayed in the table.<\/li>\n<li data-section-id=\"16pwzvt\" data-start=\"1231\" data-end=\"1248\">Click <strong data-start=\"1239\" data-end=\"1247\">Save<\/strong>.<\/li>\n<\/ul>\n<p style=\"text-align: right;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-142594\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/08\/4-e.png\" alt=\"\" width=\"1920\" height=\"865\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/08\/4-e.png 1920w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/08\/4-e-300x135.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/08\/4-e-1024x461.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/08\/4-e-768x346.png 768w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/08\/4-e-1536x692.png 1536w\" sizes=\"auto, (max-width: 1920px) 100vw, 1920px\" \/><\/p>\n<p class=\"PDq2pG_selectionAnchorContainer\" data-start=\"1250\" data-end=\"1477\">After adding the Task Flow, the system creates a new Task Flow record. All tasks displayed in the table are created and assigned to the selected employee, and they all appear in <strong data-start=\"1431\" data-end=\"1450\">Task Management<\/strong> with the status <strong data-start=\"1467\" data-end=\"1476\">To Do<\/strong>.<\/p>\n<p>[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_message message_box_style=&#8221;3d&#8221; message_box_color=&#8221;alert-warning&#8221;]<\/p>\n<p style=\"text-align: left;\">Notes<\/p>\n<ul style=\"text-align: right;\">\n<li style=\"text-align: left;\" data-section-id=\"1alp5ew\" data-start=\"1500\" data-end=\"1629\">You must select an employee before saving the Task Flow; otherwise, the following message appears: \u201cPlease select an employee.\u201d<\/li>\n<li style=\"text-align: left;\" data-section-id=\"1t6pplv\" data-start=\"1630\" data-end=\"1785\">The Task Flow must contain at least one task before it can be saved; otherwise, the following message appears: \u201cPlease fill in all required task fields.\u201d<\/li>\n<\/ul>\n<p>[\/vc_message][\/vc_column][\/vc_row]<\/p>\n<\/section>","protected":false},"author":38,"template":"","categories":[2197,10768,10509],"tags":[11836,12078,12076,8220,12080,12079,12077,11743,10557,10580],"class_list":["post-142578","user_manual","type-user_manual","status-publish","hentry","category-hr","category-task-flows","category-tasks-management","tag-add-task-flow","tag-add-task-flow-for-an-employee","tag-automatic-task-assignment-from-template","tag-employees","tag-how-to-add-a-task-flow-from-an-existing-template","tag-how-to-add-a-task-flow-using-a-ready-made-template","tag-ready-made-task-template","tag-task-flows","tag-task-management","tag-tasks"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How to Add a Task Flow from an Existing Template - Daftra Knowledge Base<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.daftra.com\/en\/user_manual\/how-to-add-a-task-flow-from-an-existing-template\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to Add a Task Flow from an Existing Template - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"[vc_row][vc_column][vc_custom_heading text=&#8221;How to Add a Task Flow from an Existing Template&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1786881880807{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][vc_column_text] The system allows you to add a ready-made Task Flow for a specific employee using a preconfigured template. 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