Task templates help you define recurring workflows in advance and load them into your projects quickly and easily. They include tasks and task lists with all the details you already know from the tasks.

The overview of all your templates can be found under Settings > Templates.

☝️ Important: If you modify a template later, it won't affect the tasks and projects where you have already used the template.

Navigate to Settings > Templates. Now click the blue button + task template in the Task Templates section. In the next step, you're able to enter a name and a description for the template, as well as choose an icon for your template.

On the details page, you can add task lists and tasks to the template.

When creating tasks via the edit field, you will see 2–3 fields that differ from the ones in the project tasks.

You can specify how many days the start date and due date take after the task is created. The basis for this is the time at which the template is loaded into a project.

If you choose a project role instead of a user, the first user in a project will be assigned the role defined in the template.

Here you can select on which tasks this task should be dependent. The tasks that have to be completed before this task can be edited are automatically displayed in the task details after using the template. In the timeline, they are even displayed with the arrow link.

☝️ Note: You can now also use tags for tasks in task templates.

A new template can also be created from the existing tasks and lists of a project.

To do this, go to the project tasks in the list view. Use the action button at the top right above the lists to save the entire list as a template. All task lists and tasks, including their details, are saved as templates and can be reused in other projects. The start and end date can also be transferred here.

The same also applies to individual lists in a project. To do this, go to the respective task list via the action button and select the action to create a new template.

If you want to add templates to a project, just click on the corresponding import icon in the upper right corner of the project tasks and choose Import task template. All lists and tasks will be added to your project afterward.

If you already have lists with the same names in your project, the tasks from the template will be added there.

If a task template is used, the dynamic due date for a task is set according to the creation date, i.e. the day on which the task template was used. For example, if you load a task template on 03/05/2023 and the task is set to set the due date in 5 days after creation, then the due date of the task is 03/10/2023.

If you want the due date of the task to be changed when the status changes (e.g. from To Do to In Progress), you can set this accordingly using an automation per project. You can find more information about the automations here.