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Save collaborators and bulk edit task templates

Connor BearsePublished

We added saved collaborators and bulk editing to Sydnee task templates. Your templates can now include the teammates who follow each task as well as the person responsible for it.

If the same two teammates are involved in every discovery engagement, that team setup can be part of your template. They'll carry over to new tasks on boards they can access, saving you from adding the same people each time.

Bulk editing makes larger templates easier to maintain, with assignee changes, collaborator updates, and deletion available across groups of tasks.

In the video, I use a marketing strategy template to show how these additions fit into repeatable client work.

Task templates and bulk editing in Sydnee Docs

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