To create a task based on a template for one or more clients, start in your Clients list. Select the clients for whom the task will be created; you can apply a client filter to narrow the list, if needed. Then click Schedule task at the top.
![](https://www.usepixie.com/hubfs/Knowledge%20Base%20Import/pixie-db183a95928d.intercom-attachments-7.comio3336440288a3ee6566f6b07832ade3647w6voKKdCaBryl1RzEJSqSklK3EPzWweP2XG4BTn0LsQ0M-mFDViD6SX2Y5ru7p_9-Jun-26-2023-10-37-26-3234-AM.png)
Select the template to be used, and click Schedule task at the bottom.
![](https://www.usepixie.com/hubfs/Knowledge%20Base%20Import/pixie-db183a95928d.intercom-attachments-7.comio333644036cd910f361d6bb10ff2985ea1oVeub3qMcuXcsvrU4ZOeZpCEvpJha91wmP1tJYaBdgwacdzDle_4ZChTr1LbhNA7-Jun-26-2023-10-37-26-7926-AM.png)
The task will then appear for each selected client in their client details page, either in the Open tasks or Scheduled tasks tab, depending on how the template is configured.