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Task templates

Task templates allow users to predefine task settings that will be automatically applied to newly created tasks within a project.

This is useful in cases where tasks should follow a consistent structure, such as:

  • Predefined titles
  • Standardized configurations
  • Repeating task setups across multiple projects

Scope of task templates​

Task templates are:

Manage task templates​

Task templates are managed in the Task Templates section of the user's Account settings.

Task Templates section UI (user's Account settings)​

The section consists of two main parts:

  1. Create template set button
  • A button used to create a new template set
  1. Task template list
  • A list of all existing template sets
  • Each row represents one template set and contains:
    • The template set name
    • An Edit button
    • A Delete button

Create a task template set​

To create a new template set:

  1. Go to the Task Templates section in the user's Account settings
  2. Click the Create template set button
  3. Enter a name in the Template set name field
  4. Click the Create button

The template set will be created and added to the list.

Edit a task template set​

To define or modify a template set:

  1. Go to the Task Templates section in the user's Account settings
  2. Click the Edit button next to the desired template set
  3. The template editing interface will open

Template set editing UI​

The interface contains:

  • Template set name (displayed at the top)

  • Action buttons:

    • Create template – adds a new template entry
    • Import templates – allows importing previously created templates

  • Template list:

    • Each row represents one template entry
    • Columns include:
      • Task code
      • Title
      • Actions (Delete button)

Delete a task template set​

To delete a template set:

  1. Go to the Task Templates section in the user's Account settings
  2. Click the Delete button next to the template set
  3. The template set is removed

Apply a task template to a project​

To use a template set in a project:

  1. Go to the Tasks section in the project settings
  2. Locate the Template set option
  3. Open the dropdown menu
  4. Select a template set

Once selected:

  • The template set is applied to the project
  • All newly created tasks will use the predefined settings from the template

This system ensures that tasks within a project remain consistent, structured, and faster to create, especially in workflows with repeating task patterns.