My tasks sections, automations and list view preset by admin

[Stephen_Li]

Hi @Konstantin_Popov1 , welcome to the forum! I agree that standardizing My tasks would be helpful (other users have different perspectives, which you can check out in the thread below).

Standardizing "My Tasks" views across organization

Hi All, Does anyone know if there’s a way to save a “My Tasks” template (not of tasks, but of the structure, i.e. sections, fields, rules, etc.) that others within an organization can subscribe to? The objective is to provide people with the option to use a tried-and-true organization standard instead of ideating their own.

For your specific use case (standardizing stage/status sections), you might want to make that a global custom field, which people can then group by on their My tasks board view.