Task Templates for GoHighLevel

About

Stop typing the same tasks over and over! Task Templates for GoHighLevel lets you create reusable task templates that automatically fill in with contact data.
 KEY FEATURES:

Create unlimited custom task templates
Auto-fill contact name, phone, email, address & custom fields
Organize templates into collapsible categories
Team sync - share templates across your organization
Set automatic due dates (days, hours, or weeks ahead)
One-click template application from the task panel

PERFECT FOR:

Sales & marketing teams
Customer service teams
Agencies managing multiple clients
Anyone who creates repetitive tasks in GHL

 HOW IT WORKS:

Create templates using placeholders like {{contact.first_name}}
Organize into categories (Calls, Follow-ups, etc.)
Open any contact in GoHighLevel
Click "Add Task" → select your template → done!

EXAMPLE TEMPLATES:

"Call {{contact.first_name}} - Follow Up"
"Send proposal to {{contact.email}}"
"Schedule meeting - {{contact.company}}"

TEAM FEATURES:

Shared templates sync automatically with your team
Personal templates stay private to you
Works across all your GHL locations

🔐 PRIVACY:
All data stays in your browser. Templates sync securely across your team. We don't sell or share any information.
📧 SUPPORT:
Questions? Contact [email protected]