Task templates

Tasks can be saved as templates. With task templates you can easily reuse tasks. This is particularly useful if tasks should always follow specific processes, contain certain flavors (custom fields), or already have typical subtasks—simply for anything you might want to reuse in the future. 

Create new tasks from a template

1. In task list and board views you’ll find optional add-buttons marked with a down arrow (): 
   1. Top level in a list:
      
   2. Task level in a list:
      
   3. Subtask level in a list:
      
   4. Above each column in a board:
      
2. Click the down arrow (not the +)
3. The menu offers several options:
   
   
   1. + Create task – creates a blank task
      (Exception: if a default template is defined in the project settings, that template is applied)
   2. Create milestone – creates a blank task marked as a milestone
   3. Create folder – creates a new folder
   4. Templates – shows pinned templates. Use Browse templates to open the template manager.
   5. Select a pinned template or choose one via ✨ Browse templates to create a new task directly with that template.
   6. Voilà – you’ve created a new task from your template.

Apply task templates to existing tasks

1. Create a task or open an existing task.
2. Click the ✨ icon.
3. Select ✨ Browse templates
   
   
    
4. Search for a template in the workspace.
   
   
    
5. Click Use template to apply it directly,
   or click a template row to see more details.
6. Decide which fields to import: Import everything or Customize included fields.
   
   
    
7. Enable Overwrite field contents if existing values (e.g., dates) should be overwritten.

Create task templates

1. Open any task you want to save as a template.
2. Click the ✨ icon.
3. Select ✨ Save as template
   
4. Give the template a Title and optionally a Description.
5. Choose who can see the template:
   1. Only me
   2. All members
   3. Members and guests
   4. Persons / Teams
      
      
       
6. Tick Pin to my quick access to add the template to your ✨ menu (you can also do this later).
7. Click Save.

Edit task templates

1. Open any task.
2. Click the ✨ icon.
3. Select ✨ Browse templates
   
   
    
4. Open the options menu and choose Edit.
   
   
    
5. Edit the template and click outside the window to save.

Delete task templates

1. Open any task.
2. Click the ✨ icon.
3. Select ✨ Browse templates.
4. Open the options menu and choose Delete.
   
   

Set a default title for new tasks in templates

A default title can be stored in task templates. You will find this field when browsing a template.

If a default title is defined, that title is suggested automatically when you create a task from the template. You can change it while creating the task.

• The default title replaces the placeholder “New task”.
• If no title is defined, the default “New task” remains.

Pin templates / quick access

Templates can be pinned. In the ✨ menu of a task, pinned templates appear under “Quick access”. Pinned templates are a personal setting.

Templates can be pinned in two ways:

• Tick Pin to my quick access when creating the template.
• Open the ✨ menu, choose Browse templates, then click the pin icon:
  

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

Restrict templates access

Task templates can be locked to prevent changes to the template. This is useful if a template is intended to serve as a binding standard or if multiple people in the workspace work with templates.

If a template is locked, its contents can no longer be edited until the lock is removed again.

Example template: “Incident Report” (IT context)

• Assign a QA responsible or the support team.
• Add watchers who need to stay informed.
• Add flavors to describe and categorize the incident (criticality, priority, etc.).
• Add a label, e.g. “Internal bug”.
• Provide guidance in the description field to help users include important details.
• Add typical subtasks.
• Attach a specific workflow the task should follow.