Templates

  • Pin Task templates in List view

    Create tasks that already have Task templates applied! What you'll need Pinned templates are available on every plan. Guests with fu...

  • Intro to templates

    Browse the Template Center to find a pre-made template or create templates from your most frequently-used items. This article covers te...

  • Create a template

    Save tasks, Docs, and views as templates to efficiently apply an established format to new Workspace items. What you'll need Templates...

  • Customize a template

    After finding a template in the Template Center, perfect it! By default, the original template's settings are included when you apply i...

  • Add preview images to templates

    You can add preview images to templates that are in your Template Center library to give your teammates a clue about the template's use...

  • Add a template to your library

    From the Template Center, you can browse a selection of templates for Spaces, Folders, Lists, tasks, Docs, views, checklists, and White...

  • Find a template

    The Template Center is a library of ready-to-use templates. You can browse a selection of templates for Spaces, Folders, Lists, tasks, ...

  • Share a template

      Templates can be kept private, or shared with specific people, Teams, or everyone in your Workspace. You can also share a link with a...

  • Remap dates in templates

    Start and due dates on tasks in a Space, Folder, or List can be saved to a template. When you apply the template, you can use the origi...

  • Move data between Workspaces using Templates

    You can move information between Workspaces by publicly sharing a template.   What you'll need Sharing templates publicly is availabl...

  • Delete templates

    Need to tidy up your templates? Consider deleting the ones you no longer need. What you'll need Task templates are available on every...