Task template automation allows users to automatically generate tasks using predefined task templates through Project Automations. This feature enables:

You can schedule task generation on a recurring basis (for example, monthly on a specific day), ensuring consistent execution of routine work.

Task automation is built around predefined templates that are triggered on a schedule. When an automation runs, it will:

This ensures consistency across projects and removes the need for manual task creation.

To access task template automation:

This will open the automation configuration screen.

You can define when tasks should be automatically generated using a schedule.

There are two scheduling options:

If you choose Relative Date, you will configure the automation based on recurring patterns within the month. You will need to:

This option is useful for workflows that depend on predictable relative timing (e.g., “first Monday of every month”).

If you choose Specific Date, you will:

This option is useful for strict calendar-based workflows that must occur on the same date each month.

After setting the schedule, you will need to:

This template defines:

The automation will generate tasks based on this template each time it runs.

You can optionally assign tasks to a specific:

If selected, all generated tasks will automatically be organized into the chosen list.

If not selected, tasks will be created without being assigned to a specific list (depending on project configuration).

You can define a Task Name Prefix to help standardize and identify automated tasks.

This prefix will be added to all generated tasks and is useful for:

You can define how due dates are assigned to generated tasks.

Options include:

Using this feature helps: