Create & Manage Task Snippets

  • Updated on Jul 17, 2025
  • Published on May 6, 2025
  • 1 minute(s) read
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Task snippets can be used to quickly create the description for a Task. This article will show you how to create, edit, and delete a task snippet.

The Task Snippets drop-down in the description field of the New Task modal.

Create a Task Snippet

  1. Sign in to the system if you have not already

  2. Navigate to the User Menu, then select the Settings option
    The User Menu with the Settings option highlighted.

  3. Click the Meetings tile
    The Meetings tile with a briefcase icon on the Site Settings page.

  4. Click the Text Snippets tile
    The Text Snippets tile on the Templates row of the Meetings page.

  5. Scroll down to the Task Snippets section
    The Task Snippets section at the bottom of the Text Snippets page.

  6. Click the New Task Snippet button
    A white, rectangular New Task Snippet button to the right of the Task Snippets header.

  7. Fill in the Add New Task Snippet fields
    The Add New Task Snippet modal with Snippet Name and Snippet Text fields.

    • Snippet Name: Enter a name for the task snippet

    • Snippet Text: Enter the text of the snippet

      Note:

      You can use the paragraph formatting and text formatting tools to format the display of the snippet text as desired.

      The Add New Task Snippet modal's paragraph and text formatting tools.

    • Snippet Group: Select the snippet group you wish to assign the snippet to, if desired

  8. Click the Add New Task Snippet button
    A green, rectangular Add New Task Snippet button in the bottom-right corner of the Add Task Snippet modal.

  9. The task snippet has been created

Edit a Task Snippet

  1. Sign in to the system if you have not already

  2. Navigate to the User Menu, then select the Settings option
    The User Menu with the Settings option highlighted.

  3. Click the Meetings tile
    The Meetings tile with a briefcase icon on the Site Settings page.

  4. Click the Text Snippets tile
    The Text Snippets tile on the Templates row of the Meetings page.

  5. Scroll down to the Task Snippets section
    The Task Snippets section at the bottom of the Text Snippets page.

  6. Click the Edit tool (purple pencil icon) to the right of the task snippet you wish to edit
    The Edit button to the right of an example task snippet.

  7. Update the Edit Task Snippet fields as desired
    The Edit Task Snippet modal with Snippet Name and Snippet Text fields.

    • Snippet Name: Edit the name of the task snippet

    • Snippet Text: Edit or enter the text of the snippet

      Note:

      You can use the paragraph formatting and text formatting tools to format the display of the snippet text as desired.

      The Add New Task Snippet modal's paragraph and text formatting tools.

    • Snippet Group: Select the snippet group you wish to assign the snippet to, if desired

  8. Click the Save Changes button
    A green, rectangular Save Changes button in the bottom-right corner of the Edit Task Snippet modal.

  9. The task snippet has been edited

Delete a Task Snippet

  1. Sign in to the system if you have not already

  2. Navigate to the User Menu, then select the Settings option
    The User Menu with the Settings option highlighted.

  3. Click the Meetings tile
    The Meetings tile with a briefcase icon on the Site Settings page.

  4. Click the Text Snippets tile
    The Text Snippets tile on the Templates row of the Meetings page.

  5. Scroll down to the Task Snippets section
    The Task Snippets section at the bottom of the Text Snippets page.

  6. Click the Delete tool (red trash can icon) to the right of the task snippet you wish to delete
    The Delete button to the right of an example task snippet.

  7. Click the Delete Task Snippet button on the Delete Task Snippet pop-up that appears to confirm the deletion
    A red, rectangular Delete Task Snippet button.

  8. The task snippet has been deleted

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