Task templates

Task templates help you define recurring workflows in advance and quickly and easily add them to your projects. They include tasks and task lists with all the details you're already familiar with from tasks.

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Key benefits and use cases

When work is repetitive, you shouldn't have to start from scratch every time.

• Standardize recurring workflows with predefined task lists and tasks

• Get projects started faster by adding complete templates to projects

• Bring task details along, including familiar fields from tasks

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Manage task templates

You can find an overview of all your templates under Einstellungen (the gear icon at the bottom left of the main menu) > Vorlagen.

Here you can create new templates or use the action button to bearbeiten, duplizieren, or löschen existing ones.

Click a template to open its details and edit its contents.

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Create a new task template

1. Go to Einstellungen (the gear icon at the bottom left of the main menu) > Vorlagen.

2. In the Vorlagen für Aufgaben section at the bottom, click + Hinzufügen.

3. Enter a name and description, then choose an icon.

4. Click Speichern.

5. You'll be taken to the template's details page. There, you can add task lists and tasks to the template.

Task configuration options

Define dependencies

Choose which tasks this task should depend on. Any prerequisite tasks that need to be completed first will automatically appear in the task details. In the timeline, they're shown as arrow connectors.

Set relative start and due dates

Use Start nach Erstellen and Fälligkeit nach Erstellen to define how many days after the task is created its start date and due date should be. This is based on when the template is added to a project.

Use a project role instead of a user

If you choose a project role instead of a user, the first user with the specified role will be assigned when the template is used in a project.

Add checklists to a task description

When creating or editing a template, you can add checklists to a task's description. This applies to the descriptions of individual tasks, not to the template description itself. You'll find the checklist option in the description editor's toolbar.

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Create a task template from an existing project

You can create a new template from the existing tasks and lists in a project. Follow these steps:

1. Open the Aufgaben tab in your project.
2. Click the action button at the top right above the lists.
3. Select Als Vorlage speichern to save all lists as a template.

All task lists and their details will be saved as a template and can be reused in other projects. Start and end dates can also be included.

Save individual lists as a template

1. Open the action button for a task list.
2. Select Neue Aufgabenvorlage to create a new template from that specific list.

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Add task templates to a project

1. Open the Aufgaben tab in a project.

2. Click + Aufgabe at the top left.

3. Select Aufgabenvorlagen importieren.

All lists and tasks will then be added to your project.

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Best practices and tips

• Plan with relative dates if schedules should always be based on the project start date

• Use project roles if tasks should automatically be assigned to the right team members when imported

• Set dependencies so tasks are ready to start only after the prerequisite work is done

• Keep an eye on your list names, because lists with the same name will be reused during import

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FAQ

Where can I find all task templates?

Go to Einstellungen (the gear icon at the bottom left of the main menu) > Vorlagen to see an overview of all templates. There you can create new templates and edit or delete existing ones.

Do changes to a template affect projects retroactively?

No. If you edit a template later, this won't affect the tasks and projects where you've already used it.

What determines the dynamic due date for a task?

It's based on the creation date, meaning the day the task template was used.

What happens if my project already has lists with the same names?

The existing lists will be reused, and the template's tasks will be added to them.

What does the lock icon in the action menu mean?

The lock icon in the action menu next to Neue Aufgabenvorlage or Als Vorlage speichern indicates that the number of templates available on your current plan is limited. You can use this feature only up to your available limit.