Create tasks that already have Task templates applied!

What you'll need

• Pinned templates are available on every plan.
• Guests with full permissions can use Pinned templates when creating tasks.
• Each List can have up to 5 pinned templates.

Pin a Task template

To pin a Task template:

1. Open a List.
2. In the upper-right corner of the List view, to the right of Add Task, click the expand icon.
   • Or under the last task in the view, to the right of Add Task, click the expand icon.
3. Select Pin a template.
    
4. In Template Center, hover over the template and click Pin Template.

Create tasks and subtasks from Pinned templates

After pinning a Task template, you can quickly create tasks and subtasks from it.

Create tasks

To create a task from a Pinned template:

1. Open a List.
2. In the upper-right corner of the List view, to the right of Add Task, click the expand icon.
   • Or under the last task in the view, to the right of Add Task, click the expand icon.
3. Select Apply a template.
4. Click the Task template you want to apply to your new task.
5. The new task is automatically created.

Create subtasks

To create a subtask from a Pinned template:

1. Open a List.
2. Hover over a task and to the right of the task's name, click the plus icon.

3. To the right of the new subtask, select the wand icon, then click Apply a template.

   

4. Select the Task template. 
   • Optionally, make any available edits to the template. 
5. In the upper-right corner of the template, click Use Template.
   • Optionally, make any available edits to the template. 
6. Click Use Template.

Set a Pinned template as the Default Task template

To set a Pinned template as your Default Task template:

1. Open a List.
2. In the upper-right corner of the List view, to the right of Add Task, click the expand icon.
3. At the top of the menu, the Pinned template is displayed. 
4. Hover to the right of the Pinned template's name, and click the ellipsis... icon.

5. Click Set as Default Task Template.

   

6. The template will be applied to all tasks created in this List. 

Replace or remove Pinned templates

You can replace or remove Pinned templates from your List.

Replace a Pinned template

To replace a Pinned template with another Task template:

1. Open a List.
2. In the upper-right corner of the List view, to the right of Add Task, click the expand icon.
3. At the top of the menu, the Pinned template is displayed. 
4. Hover to the right of the Pinned template's name, and click the ellipsis... icon.
5. Click Replace Template.
6. Select the template, and in the upper-right corner, click Pin Template. 

Remove a Pinned template

To remove a Pinned template from your List:

1. Open a List.
2. In the upper-right corner of the List view, to the right of Add Task, click the expand icon.
3. At the top of the menu, the Pinned template is displayed. 
4. Hover to the right of the Pinned template's name, and click the ellipsis... icon.
5. Click Remove Template.
6. The template is removed.