Leveraging Redtail Task Templates for Enhanced Jump Task Syncing
You can use your pre-built Redtail task templates when syncing tasks from Jump. Combine your existing Redtail templates with Jump’s AI-generated tasks for efficient and consistent task management.
How to Access and Apply Redtail Task Templates:
Go to your AI Process tab in Jump.
Open a Meeting and click the “Sync to Redtail” button by “Follow Up Tasks.”
In the new window, look for the Template column and choose one of your existing Redtail templates.
After selecting a template:
The left side displays what Jump originally intended to fill.
The right side displays the updated text from the Redtail template.
If you prefer the original Jump text, click Override with Jump values.
Once you’re satisfied, click Save and Close.
Your tasks will now reflect the combined power of Jump’s AI suggestions and your customized Redtail templates, making your workflow even smoother.
Why Use Redtail Task Templates?
Standardize tasks you perform frequently by applying a template directly from Redtail.
Quickly merge Redtail’s structured outlines with Jump’s dynamic, AI-generated content.
Save time by skipping manual edits—Jump will auto-fill tasks, and you can override fields if needed.