Task Templates

How to Create a Task Template

Task templates allow you to create reusable task structures that can be quickly instantiated whenever needed. This is particularly useful for recurring tasks or standard operating procedures.

Creating a Task Template

To create a new template, you can do so either when creating a new task or editing an existing task.

Just open the new task form, fill in the task details and click on the "Save as template" checkbox at the bottom of the form.

You can also create a template from an existing task by opening the task and clicking on the "Save as template" button at the top right of the task view.

Using a Task Template

When creating a new task, you can select a template from the "Choose a template" dropdown at the top of the new task form.