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The TaskRay Template Hub is a tab that provides a single workspace for administrators to manage their template projects. In the Template Hub, templates are organized into Active, Draft, and Archived categories, and pre-built templates can also be imported from the TaskRay Template Library. You can also access the TaskRay Template Builder from within the Template Hub.
Template Builder
Click Build a New Template to access the Template Builder. You can learn more about the Template Builder in this article.
My Templates
The My Templates section of the right sidebar in the Template Hub organizes template projects into the following categories:
- Active Templates
- Draft Templates
- Archived Templates
Click a Template Project to view it in the Template Builder. You can also take action by using the options in the dropdown menu for each template project.
TaskRay Template Library
The TaskRay Template Library section of the right sidebar in the Template Hub provides access to pre-built templates for some of the most popular use cases for TaskRay. These templates are intended as a starting point from which you can customize to fit your specific needs.
Click on a template to select and preview it, then choose whether to import the template.