Task Templates
Table of Contents
- Why templates exist
- Creating a template from an existing task
- Template scope
- What gets copied when applying a template
- Example use cases for templates
Why templates exist
Templates let you avoid repeatedly filling in the same fields when creating similar tasks. They are especially useful in recurring processes — such as onboarding a new campaign, a periodic data review, or regular reports. A template stores a predefined task structure: title, description, priority, status, labels, and subtasks.
Creating a template from an existing task
A template can be created in two ways:
- From an existing task — by copying/duplicating a task as a template (option available from the task context menu). The new template inherits all fields from the original.
- From scratch — by directly creating a new template in the template library.
Templates are technically tasks of a special type and are stored in the template library, accessible from the Tasks tab. Templates can be organized into template groups, which make navigation easier in a large library.
Template scope
Templates are created in the context of a workspace and are available by default to all users of that workspace. A template linked to a specific project is visible within that project's context.
What gets copied when applying a template
When applying a template to a task, the following fields are transferred:
| Field | Copied? |
|---|---|
| Title | Yes |
| Description | Yes |
| Priority | Yes |
| Status | Yes |
| Labels | Yes (fully replaces labels on the target task) |
| Subtasks | Yes (recursive cloning of the entire subtask tree) |
| Assignee | No |
| Due date | No |
| Project / section | No (retained from the target task) |
Example use cases for templates
- Campaign onboarding — template with subtasks: account configuration, feed verification, budget setup, campaign structure review, activation
- Product feed review — template with a checklist: download error report, analyze rejected products, fix attributes, re-sync
- Monthly report — template with a predefined report structure, priority, and labels for the relevant department