Copying tasks from a library

Task libraries are public resources to use as a starting point

Tilly James avatar
Written by Tilly James
Updated over a week ago

What is the Templates page?

The Templates page is a collection of tasks we've built to help you build your Trail. You'll find templates for the common checks e.g. opening checks, and some others that you may find useful. You can adapt existing checks or copy them as they are for your sites to complete. 

Task library tabs are found at the top of your manage tasks page, giving you quick access to a load of task templates. 

My Tasks is where you'll find all the tasks that you've created or adapted from Trail templates. When you copy a template from a library, it will be moved to My Tasks.

How do I copy the tasks to my library?

To assign these tasks:

  1. Start from your task planner and head to a library tab

  2. Browse the library and hit the copy icon of tasks that you'd like to have in your own planner

  3. Assign to your site(s)

  4. Make any edits that you need to tailor the site to your business.

Our support team is on hand to help with setting up any tasks or schedules, so please drop them a line in the chat or by email to if you need any help.

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