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Tip: Using Variables in Task Templates

This is a simple tip but so very useful when using templates. Simply add the variable into the Task name and when viewing in the app, on your mobile or through the widget this will be populated.

Tasks can have the variables:

  • {code} – client company code
  • {company} – client company name
  • {number} – project number
  • {title} – project title

This will make it easier to differentiate your tasks when looking at a list of similar/same task names, as below…

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Example: Using the {company} variable when setting up templates.

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Example: The {company} variable showing data in the Mobile Webapp.

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