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A Task Collection Template is a reusable workflow template — a set of tasks with stored due-date offsets, assignees, steps, and automations that you stamp onto an Event, Organization, Subject Group, Subject, or Equipment Item whenever the same work needs to happen again. Build the collection once; instantiate it every time that workflow runs.

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This page is the field guide for designing collections that hold up across a season. The mechanics — creating tasks, editing stages, picking due-date deltas — live on the Task Collection Templates page. What follows is how the studios running thousands of subjects a week actually structure them.


Pick the Right Collection Type

Assign Employee Groups, Not Individuals

Custom Event Date

Set Status and Priority Deliberately

Copy a Task Collection to a New Date