With task templates, you can re-use tasks with ease! This is perfect for things like processes, events, and anything that you'll use again in the future.

Find and Use a Task Template

  1. Create a new task in a List

  2. Open the task and click on the task settings ellipsis

  3. Select Template Center and then Browse Templates

    Screenshot of the task settings menu highlighting the Browse templates option
  4. Search for a template from your Workspace

  5. Filter by template type to just see task templates

  6. Click on Quick Use to immediately append the template to your existing task

  7. Or select a task template to see more detail

  8. Select Use Template

Note: Description, subtasks, tags, attachments and checklists will be merged into this task. Assignees, watchers, priority, and dates will be replaced in this task by the template.

Screenshot of a Quick Create task, highlighting the Template features

Find and Use Templates from the + Task Button

  1. Click on the + Task button from the lower right corner from anywhere in your Workspace

  2. Click the template icon on the bottom of the window

Options include:

Create instantly from template (fastest): This lets you name your task, and immediately creates the task in a new window after selecting a template.

Load from template (customizable): This will load the template into the create task window you have open already, so you can edit the details before creating a new task.

Save as template: Save the draft version of a task as a template before you create it. After saving the template, you can continue to make changes to the unique task you are creating.

Update existing template: Use the details in the draft version of a task to update an existing task template.

Using /Slash Commands

Simply type /temp into the title or description fields to apply a task template:

  1. View recently used task templates (use the up and down arrows to pick one!)

  2. Click Browse to search the Template Center for other task templates

  3. Type in the name of a task template to search for it

  4. Press enter to append the task template to your task

Note: The template /Slash Command is also available when creating a new task in List view, Board view, Calendar view, Timeline view, Box view, and Workload view!

Create a Task Template

  1. Open a task

  2. Click on the task settings ellipsis

  3. Select Template Center and then Save as a Template

  4. Enter your new Template name or overwrite an existing one by selecting Update an existing template

  5. Select your sharing and import options

  6. Click Save

Screenshot of the Save as new Template page

Update a Task Template

  1. Create a brand new task using an existing template

  2. Make any changes and updates to the task

  3. Click the task settings ellipsis

  4. Select Template Center and then Update existing template

  5. Search for and choose the existing template you wish to update

    Screenshot of the Update existing Template page

  6. Click Next

  7. Optional: rename and update the sharing preferences for your template

  8. Select your Import options

  9. Click Save

Delete a Task Template

Need to tidy up your task templates? Consider deleting ones you no longer need.

Be careful! Once you delete a template, it's gone forever.

  1. Open the Template center

  2. Select the template you wish to delete

  3. In the template preview, select Delete Template

Screenshot of a template, highlighting the Delete template button

Remap Subtask Due Dates

With this feature, you can choose a new due date for a parent task, and all subtask dates will be adjusted (remapped) based on the difference.

For example, if you increase the parent task due date by 5 days, all subtask dates will also be increased by 5 days.

This is extremely useful for events as well as things like processes that are time based.

Real-World Use Case: Bug Report

Include the following in your Bug Report task template:

  • Assign to your quality assurance manager

  • Save interested parties such as managers as watchers

  • Store the task in your List for client-reported bugs

  • Include important fields to be filled in into the task description

  • Tag the task so everyone knows that this was reported by a client, found on iOS, or a bug on the backend

  • Add a checklist for the entire process to go through for recreating and correcting the bug

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