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Feature
Auto-Include Tasks
Tasks · Surveys
Speed up survey creation by marking frequently-used tasks for automatic inclusion.
- Mark tasks as auto-include — Enable "Auto-include in task cards" when creating or editing a task
- Quick selection in survey builder — Auto-include tasks appear in a dedicated section when adding task cards, ready to check off
- Stay in control — Tasks are suggested, not forced — uncheck any you don't need for a particular card
Typically used for "Other" tasks that you always want on all cards.
Available on Essentials and above.
Requires access to Top Tasks.