Task templates

  • Updated

With task templates, you can reuse tasks with ease! This is perfect for things like

processes, events, bug reports, and anything else you consistently create tasks for.

What you'll need

Create a task template

To create a new task template:

  1. Open a task and click the ellipsis ... next to the Share button.

  2. Select Template Center.

  3. Select Save as Template.

  4. Name the template.

  5. Set sharing and Import options.

  6. Click Save.

Apply a task template

Quickly repeat processes by applying task templates.

Tip: Once a task template is applied, it cannot be undone.

To apply a task template:

  1. Open a task and click the ellipsis ... next to the Share button.

  2. Select Template Center.

  3. Click Browse Templates.

  4. Search for a template from your Workspace.

  5. Tip: Filter for task templates using the left sidebar.

  6. Select a task template.

  7. Tip: Click Quick Use to immediately append the template to your task.

  8. Select Use Template.

Tip: You can also create, save, update, or apply a task template using the + Task button in the lower-right corner.

Use /Slash Commands to apply task templates

To apply a task template using /Slash Commands:

  1. Type /temp into a task title or description.

  2. Pick one of the recently used templates or type the name of a task template to search for it.

  3. Tip: Use the up and down arrows on your keyboard to pick from the recently used templates.

  4. Click Browse to search the Template Center for other task templates.

  5. Press enter.

Tip: The template /Slash Command is also available when creating a new task in List view, Board view, Calendar view, Timeline view, Box view, and Workload view.

Update a task template

Update task templates to stay up-to-date with your processes.

Tip: Once a task template is updated, the template cannot be reverted to its previous state.

To update a task template:

  1. Apply a template to a task or start with a brand new task.

  2. Make any changes and updates to the task.

  3. Click the ellipsis ... next to the Share button.

  4. Select Template Center.

  5. Click Update existing Template.

  6. Search for and select the existing template you want to update.

  7. Click Next.

  8. Tip: Rename your template and update its sharing and Import options.

  9. Click Save.

Delete a task template

Delete task templates you no longer need.

Tip: Once a task template is deleted, it cannot be recovered.

To delete a task template:

  1. Go to the Template Center.

  2. Find and select the template you want to delete.

  3. At the bottom of the template preview, click Delete template.

Remap subtask due dates

You can choose a new due date for a parent task and all subtask dates will be remapped based on the difference.

For example, if you increase the parent task due date by five days, all subtask dates will also be increased by five days.

Remap dates in Templates

If any tasks in your Space, Folder, or List templates have start and due dates, those dates can be saved when you create a template.

When you use the template, you can use the original Start and Due Dates or update them to a different date by remapping them.

Instead of manually updating every task, all your tasks will be updated when the template is applied.

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