Templates

Create and manage task templates

1. Open the area's Area options menu.
2. Select Templates.
3. Open the Tasks tab.
4. Select Add new.
5. Add the template title, description, properties, and subtasks.

Templates can include an assignee, status, dates, visibility, labels, and subtasks.

Use the template menu to edit, duplicate, or delete a template. Drag templates to change their order.

Create a task from a template

Open a task template and select New task from template.

You can also start typing a template's name in a new task row. Select the suggested template to apply it.

Plot creates a normal task from the template. You can change any copied value without changing the template.

Use a workspace template when the same task pattern must work in several areas.

Read the relative dates guide when a task belongs to a reusable project schedule.