Project and task templates

Project and task templates hold the steps you repeat for every client, such as onboarding or a monthly report, so you never rebuild the same checklist.

Use a task template for one repeated piece of work with its own steps. Use a project template when several tasks go together.

Create a task templateCopy Anchor Link

1. Open Templates and select New template › Tasks.
2. Enter a Name and a Description that says what done looks like.
3. Choose the starting Status and Priority.
4. In Due days, enter how many days after creation the task is due.
5. Add Estimated hours and a Default assignee if they're always the same.
6. Select Add subtask for each step. Use Blocked by on a step that must wait for an earlier one.
7. Attach any files the team needs every time, then select Save.

You're done when the template appears under Templates › Tasks.

Create a project templateCopy Anchor Link

1. Create the task templates the project needs first.
2. Select New template › Projects.
3. Enter a Name and a Description that says when to use it.
4. Under Task templates, link the task templates the project should include.
5. Select Save.

You're done when the template appears under Templates › Projects. New projects made from it get the linked tasks, with their subtasks, dependencies and files.

Edit or delete a templateCopy Anchor Link

Select a project or task template card to edit it. To delete it, open its menu and select Delete. Projects and tasks you already created from it are not changed or removed.

Good to knowCopy Anchor Link

• Due days count from when the task is created, for subtasks too, not from when the step before them is finished.
• Leave client names and fixed dates out. Add them to the real project.
• If you make the same edits to every new project, update the template instead.

RelatedCopy Anchor Link

• Create a project
• Create a task
• Find and use a template