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How do I upload task templates?

Updated today
Task Templates upload modal with drag and drop and paste options

Navigate to Settings β†’ Task Templates. You have two options:

Option 1: Upload a document

  • Upload a PDF or document containing your task list

  • Ava extracts the tasks automatically

Option 2: Copy and paste

  • Click "Paste text"

  • Paste from a spreadsheet, another software (Open to Close, Aframe, Folio, Follow Up Boss), or type manually

Formatting tips

  • Include the task name and due date for each task

  • The order you list tasks is preserved after upload

  • The more detail you provide, the better Ava can work with it

Note

You don't need templates to use ListedKit - Ava can generate tasks for you. Templates are for users with refined processes they want to preserve.

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