Task Templates

Save frequently created task structures as templates for one-click reuse.

Creating a Template

From Scratch

1. Navigate to Tasks → Templates
2. Click “Create Template”
3. Define the task structure — name pattern, description, subtasks, checklist, priority, category
4. Save the template

From an Existing Task

1. Open any task
2. Click “Save as Template”
3. The task’s structure (fields, subtasks) is saved as a template

Using a Template

1. Click “Create Task”
2. Choose “From Template”
3. Select a template from the library
4. Customize details (assignees, dates, project)
5. Save — the task is created with all the template’s content

Template Library

Navigate to Tasks → Templates to:

• Browse all templates
• Clone templates to create variations
• Archive templates no longer needed
• Update existing templates