✨Templates in smenso

In smenso, templates can be created and reused for three areas: tasks, projects, and status reports. Templates save time on recurring processes and ensure consistent structures across the workspace.

One important difference upfront

The basic principle behind templates differs depending on the area:

• Task and status report templates are standalone copies, decoupled from the original task or report. You create them explicitly via 💾 Save as template, and they exist independently of the object they originated from afterwards.
• Project templates work differently: An existing, regular project is turned into a template itself via a toggle (Use project as template) - no separate copy is created.

Task templates

• Managing Task Templates - Create, edit, lock, pin, and delete templates.
• Applying Task Templates - Create a new task from a template or apply a template to an existing task.

Project templates

• Managing Project Templates - Define a project as a template and understand the properties of project templates.
• Applying Project Templates - Create a new project from a template or update an existing project with a template.

Status report templates

• Managing Status Report Templates - Create, edit, delete, and pin templates.
• Applying Status Report Templates - Apply a template to a status report, create one directly from a template, or set it as the default template for a project.