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πŸ›οΈ Task Templates

Create reusable task templates to standardize your team's recurring work.

How to use it

Go to Settings > Templates > Tasks. Define a name, type, description, tags, custom fields, attach files, and add subtask templates.

Then use the "New task" dropdown from any task list to create a task from a template in one click β€” everything is copied over. You can also save any existing task as a template from its action menu.

🎯 Key points

  • Works (almost) everywhere: task index, workspaces
  • All properties copied: type, description, tags, custom fields, files, subtasks

CleanShot 2026-03-25 at 11.00.20