Templates allow for a quick and easy way to create tasks with prefilled information saving you time and effort.

In order to create a task from a template, you must first create a template. Templates are managed from Settings>Templates. See: How to create a template

Alternatively, if you have already created a task with all the information you'd like. You can create a template from this task here.

Once you have created a template, follow these steps to create both individual tasks or project tasks from a your new template.

  1. Under Task group header or under Tasks page click on Create task.

  2. Hit the "/" key and start typing "template", hit Enter once selected.

  3. Choose the name of your task template from the dropdown.

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