How do I create and use task templates?

Last reviewed 11 October 2026 · Part of Task management

Templates let you define reusable task blueprints with placeholder variables and pre-built subtask checklists.

Creating a Template

1. Go to the Templates tab
2. Click + New Template
3. Fill in:
   • Template Name — e.g., "Employee Onboarding"
   • Subject — Use {VariableName} for placeholders (e.g., "Onboard {EmployeeName} — {Department}")
   • Description — Can also use {VariableName} placeholders
   • Priority — Default priority for created tasks
4. Add Template Variables: Each variable has a name and display label
5. Click Save Template

Adding Subtask Templates

After saving, add subtask items in the Subtask / Checklist Templates section. These are automatically created when the template is applied.

Applying a Template

1. On the Templates tab, click the Use button next to any template
2. In the popup:
   • Fill in variable values (e.g., the employee's full name for {EmployeeName})
   • Set a Due Date (required)
   • Set a Start Date (optional)
   • Select Assign To employees
3. Click Create Task

The system creates a new task with all placeholders replaced and subtask items copied.