This feature is available for Core, Advanced, and Enterprise Plans.
Access task templates
Select the Settings icon in the top-right corner
Choose Task Templates from the left-hand menu
From here, you can create a new template or import one from a file.
Create a new task template
Select Create New
Enter a clear and meaningful template name
The name is the title of the task template and is what users will see when selecting which template to insert into a file.
Select the file type the template applies to
Choose which teams can use the template
After saving the template name and settings, you can begin adding tasks.
Add tasks to the template
When building a template, you must create each task individually.
For each task, you can:
Enter a task title
Assign the task to a phase so it appears in the appropriate section of the task list
Select View Details to configure additional settings
Within View Details, you can:
Assign a due date
Link the task to other related tasks
Add descriptions or additional context
Once all tasks have been created and configured, select Save to make the template available to the selected teams.
Use a task template in a file
Open a file and navigate to Tasks
Select Add New Task
Choose Use Task Template
Select the template you want to apply
The tasks from the template will be added to the file’s task list and can be edited as needed.