Task templates
Reusable drafts per project. Creating a task from a template opens the form already filled in — you review and save.
Related: Overview · Automations · Changelog v2026.8.11
Do not confuse
Board templates define columns when you create the project. Task templates define the content of a repeating task.
What it is for
- Standardize onboarding, follow-up, post-sale, or any routine that always needs the same fields
- Avoid typing title, checklist, and assignees again
- Set due date as days from creation (not a fixed calendar date)
Where to find it
| Action | Path |
|---|---|
| Manage templates | Open project → project menu → Templates |
| Create a task from a template | Add task → arrow → pick the draft |
| Task without a draft | Add task (or Blank task in the menu) |
The arrow next to Add task appears only when the project already has at least one template.
Create or edit a template
- Open the project in Tasks
- Project menu → Templates
- Click New template (or the pencil to edit)
- Fill in the draft and save
To delete, use the trash icon in the list and confirm.
What the draft stores
| Field | Behavior |
|---|---|
| Title | Required; becomes the new task title |
| Description | Starting text |
| Due in days | 0 = today; 1, 2, 7, or another number. Empty = no due date |
| Time | Optional. If there are days and no time, the creation time is used |
| Stage | Board column, or the project default stage |
| Priority and Status | Initial values on the task |
| Assignees | Project members |
| Labels | Organization labels |
| Checklist | Items start unchecked on the new task |
Due shortcuts: Today, 1 day, 2 days, 7 days, or No due date.
Use it when creating a task
- In the project, click the arrow next to Add task
- Pick the template — the form opens pre-filled
- Adjust what is specific to that occurrence (customer, date, text)
- Save
The absolute due date is calculated when you create the task. A template with “3 days” created on Monday is due Thursday; if you create it on Friday, it is due the following Monday.
Automations and macros
The same template is available elsewhere in the product:
| Where | How |
|---|---|
| Project automations | In the Create task action, pick the template. The title still accepts variables (title, description, customer name, status, priority). You can also use the template as a condition. |
| Customer macros | In the Create task action, pick the project and a template from that project. |
Variables in automation
Even with a template, you can build the title with tokens (for example the customer name). Click the variable chips to copy.
Known limitations
- Templates belong to one project. There is no draft shared across projects
- Due date is relative (days from creation), not a fixed date
- The picker arrow appears only after the project has at least one template