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Contracts in Templates
In addition to attaching electronically signable contracts to tasks within active projects, you can add them to tasks in project templates to further streamline and automate your client workflows.
This article will explain everything you need to know about attaching Contracts to tasks in your Motion.io project templates.
👋 Tip: To follow the instructions in this guide, you'll first need to create some Motion.io contracts you can attach to tasks in your template. Click here for a full guide.
How Contracts Work in Motion.io Templates
Adding contracts to tasks in your Motion.io templates works nearly identically to attaching contracts in active projects.
After creating a task in your template, click the "Contracts" task option, select your contract from the dropdown, enter any final details (like the number of days until the task is due, the project is created), and click "Save."
Contracts in Templates vs. Active Projects
When you attach a contract to a task in a Motion.io template, unlike active projects, you won't have the option to assign a client — only team members. In Motion.io, templates are built to work with any client you onboard, so you can only assign team members to complete contracts you attach to tasks.
A significant benefit of assigning team members to complete fields in contracts you attach to tasks in Motion.io templates is that you do not have to add them to those tasks once you create a project from that template — instead, Motion.io will automatically assign those team members for you.
👋 Tip: By auto-populating information in Motion.io contracts using custom fields, you can prevent clients and team members from manually entering it. Click here to learn more.
Auto-Assign Clients to Contract Tasks Created from a Template
If you create projects from a template using Motion.io's Zapier Integration or use a bulk action to assign tasks once you create a project from your template, the first client you assign to the contract task will automatically be required to complete the "Client" placeholder field.
📢 Note: If contracts you attach to tasks contain multiple client fields (placeholders), someone from your team must assign them manually after you create the project from your template.