Using task templates

Task templates let you create pre-filled tasks with standard subtasks, fields, and descriptions — saving your team time on repetitive work.

Templates let you define a reusable task structure once and apply it with one click whenever you need it.

Applying a template

Create a new task in any project.
Click Templates in the task toolbar.
Browse or search the template library.
Click a template to apply it — the task name, description, subtasks, and custom fields are filled in automatically.

Template library — browse and apply pre-built task templates

What templates can include

Task name and description
Subtasks (with their own assignees and due date offsets)
Custom field values
Priority and status
Checklists

Editing after applying

Templates are a starting point — everything applied from a template can be edited normally. Changing a task created from a template does not affect the template itself.