Name your template ­ you can build and use as many templates as you like.

Within each template, create multiple Tasks. Each Task can either be a ToDo or an Appointment.

 
Choose when this Task should happen.You build templates around a known date, such as the start, end or mid-point date in a project.

Set the task's relative date before or after the project's known date. Specify if the task should fall only on a "Business Day" (week work day). Set up a priority level and a category to group as needed.

 
Enter the Task Description:

Choose 'place-holder' options from the quick-pick Pencil icon button. Place-holder options can represent a name, project title, address, phone and many more options which will appear in a task.

For example, choosing "Work Phone" will insert the place-holder "%work#"...

 
...Later, when you use this template, MultiTask will replace "%work#" with the Project's Work Phone.

After the Description is filled in, click Done.

 
Repeat the above steps until you have a list of all the routine tasks for a project.

In this example, we created the following routine tasks for this project:

• 4 days later - Follow up call.
• 5 days later - Reserve meeting room.
• 6 days later - Prepare presentation.
• 8 days later - Verify snacks for meeting.
• 2 weeks later - Meeting with "%name".
• 15 days later - Follow up courtesy call to "%name" at their work phone number.

 
Review your list of Tasks in your Template.

That's it. Your template is done! MultiTask allows you to create and manage dozens of custom templates to suit your needs.

 
Enter a Title, Description, and use Contact info from the Built-in Address book.

Once you have entered the Title and Contact information, MultiTask will automatically insert the information into all the appropriate places on the task list.

 
Finally, confirm the Tasks to be created by your template. Uncheck those not needed for a particular project.

 
View results in multiple locations:

Within MultiTask II,...