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Leveraging task templates

Easily organize repeatable tasks with preset lists.

Updated over a month ago

Task templates simplify the process of managing a new project by adding preset task lists. Each task template can have multiple tasks and subtasks. This is helpful when you have a set structure of tasks that are used regularly. You can add or edit the tasks anytime as your process evolves.

To create a new task template, navigate to the Tasks page, select the 'Templates' tab and select the 'New template' option.

Add start & due dates to task templates

To add start and due dates to your task templates, start by selecting a task in the template you would like to edit, and then select the "Dates" field on that task.

You can set the task's start/due dates based on your preferred number of days before or after the project's start/end date.

You also have the option to skip weekends if you'd only like this to account for business days.

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