Skip to content
Sign in Request a quote

Task templates

Prepare a recurring job (such as new customer setup or pre-release testing) once as a card and save it as a template; then reopen it with a single click, including sub-cards and checklists.

  • Saving and using templates: project administrator and members
  • Deleting templates: the person who saved it; project templates by the project administrator, all-project templates by the organization administrator

What are task templates?

Prepare a frequently repeated task (such as new customer setup or pre-release test run) once as a card and save it as a template; then reopen it with a single click, along with sub-tasks and checklists. Who can do what: Saving and using templates: project administrator and members; Deleting templates: the person who saved it; project templates by the project administrator, all-project templates by the organization administrator.

Saving a template

  1. Open the card you want to convert into a template. In the Actions section on the right, click Save as template.

  2. Give the template a name 1. If it will be used in other projects, check Use in all projects 2 and click Save.

demo screen (with demo data)
  1. 1Card from template
  2. 2Select template

The card's description, priority, estimated duration, labels, persons, checklists (unchecked), sub-tasks, and duration in working days are saved. Comments, files, and the card's history are not saved.

Opening a card from a template

  1. In Kanban, click the icon next to Add card below the list where the card will open 1. In table view, use the From template button at the top; the card is added to the first open list.

  2. Select the template from the list 2. The card opens with its sub-tasks and the card window is displayed.

demo screen (with demo data)
  1. 1Template name
  2. 2In all projects
Result If there is a duration in the template, the card starts from today (or the next working day) and takes the same working day duration. Labels match by name; if no label with that name exists in the project, one is created with the same color. Only persons who can be assigned in this project are assigned and receive notifications. The project's automation rules run for the new card.
Tip You can view and delete the list of templates in the Task templates section under the Settings tab. A template can contain up to 100 cards (including sub-tasks). For regular repeating tasks, recurring tasks are more appropriate.

Related pages