Task templates

Tasks can be saved as templates. With task templates you can easily reuse tasks. This is handy if tasks should follow certain processes or e.g. if they should always contain certain flavors (additional fields) or have a couple of subtasks - simply for everything you might want to reuse in the future. 

Create new tasks from a template

1. In (task) list views and (task) board views, optional add buttons are available in several places, marked with a down arrow (): 
   
   1. In a list on top level:
   2. In a list on task level:  
   3. In a list on subtask level:
   4. In a board above each column in the add area:
2. Choose one these places, and do not select the + but the down arrow next to it
3. In the menu you will have the following options
   
   
   
   
   1. + Create task: Creates a "blank" task without a template.
      (Exception: A template can also be saved in the project settings as a default template for new tasks, in which case that one will be applied)
   2. Create milestone: Creates a "blank" task without a template, which will be marked as a milestone
   3. Create folder: Creates a new folder
   4. Templates: Pinned templates are shown under the heading Templates. Alternatively, Browse templates can be used to search for all templates in the workspace.
   5. Select a pinned template directly or choose a template from the template manager (✨ Browse templates), to create a new task directly with the selected template.
   6. Voilà! You have created a new task from your template.

Apply task templates to existing tasks

Currently, task templates can only be applied to existing tasks. Creating new tasks directly from a template will be in one of the next releases.

1. Create a task or open an existing task
2. Click on the ✨-icon
3. Select ✨ Browse templates

   
   
   

4. Browse the templates and find a template
   
   
   
   
5. Click on Use template, to apply the template directly to the open task
   Or click on a template row to learn more about that template
6. In the next step you can specify which fields from the template should be applied to the opened task. Select Import everything or Customize included fields. By using Customize included fields you can select the fields and values to be included and appended from the template.
   
   
   
   
7. Activate the switch Overwrite field contents, if existing field contents (e.g. dates) are to be overwritten. If the switch is inactive, existing field contents are ignored, even if other values would be available in the template.

Apply templates to existing subtasks

Task templates can also be applied to subtasks. However, if a template itself has subtasks, these will be ignored when the template is applied to a subtask.

Create task templates

1. Open any task that you want to save as a template

2. Click on the ✨-icon
3. Select ✨ Save as template

   

4. Give the template a title and optionally add a Description
5. Select your sharing option
   
   1. Only me: Only visible to you
   2. All members: All members of the workspace will find the template
   3. Members and guests
   4. Persons / Teams: Specific people or teams will find the template
      
      
      
      
6. Tick the box Pin to my quick access to pin the template directly to your personal quick access (✨ menu). You can also do this afterwards.
7. Click Save

Edit task templates

1. Create a task or open an existing task
2. Click on the ✨-icon
3. Select ✨ Browse templates
   
   
   
   
4. Open the ellipsis menu and select Edit
   
   
   
   
5. Edit the template and save it as usual by clicking outside of the window.

Delete task templates

1. Create a task or open an existing task
2. Click on the ✨-icon
3. Select ✨ Browse templates
4. Open the ellipsis menu and select Delete
   
   

Quick access to templates

Templates can be pinned to the ✨ menu of a task. Pinned templates are a personal setting.

Templates can be pinned in these ways:

• When creating a template (see above), tick the box Pin to my quick access
• Open the ✨ menu and select Browse templates, in the next step select the pin icon:
  

Unpin a template by clicking the icon in the ✨ menu.

Example for a template: "Incident Report" (from the IT environment)

• Assign a QA responsible person or the support team
• Add watchers who need to stay informed
• Add important flavors that further describe and categorize the incident report (e.g. criticality, priority, etc.)
• Add a label, e.g. that it is an internally reported bug
• Add notes for the description field to give the creator hints for important content
• Add typical subtasks
• Add a specific workflow that the task should follow