Overview

The Task Template editor in YeshID is meant to make it very easy for you to bring your onboarding / offboarding checklists to YeshID. It has been designed and optimized for keyboard-focused operation.

Key Concepts

Some things to keep in mind:

• There are two main modes of operation, (1) Visual mode, and (2) Task Edit mode.
• Enter and Escape keys are used to transition into the two modes:
  • Use the Enter key to go from Visual mode to Task-Edit mode;
    • In Task Edit mode, you can type / to see a list of Yesh managed (or automated) tasks.
  • Use the Escape key to go from Task-Edit mode to Visual mode.

Visual Mode

Visual Mode is the default mode when dropped into a Task Template. It allows you to quickly traverse and manipulate your task template. You can transition into Visual Mode by hitting the Escape key.

<aside> 👀 In Visual mode: All of your tasks will be collapsed, with a blue border around the task that’s in focus.

</aside>

In Visual mode, the context is Task Template specific. You can: