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Task templates

Save a task you create often as a template, then add it again in one click, with its details and dates filled in.

Matches the live app1 min readUpdated Oct 20, 2026
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FIG 1Save as Template, in the task's More menu.

01Save a task as a template#

  1. Open the task and its More menu.
  2. Pick Save as Template.
  3. Name it, and pick how its start date and due date are set when you use it.
  4. Click Save Template.

A template keeps the title, description, priority, assignee, status, tags and checklist. Saving with a name you already used replaces that template.

02Template dates#

No dateThe new task has no date.
Same dateThe day you create it.
Later dateA set number of days after you create it.
PeriodA repeating day, like the 1st Monday or the last Friday.
Exact dayA fixed calendar date.

03Use a template#

Click the template button next to + New task and pick one.

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FIG 2The template button, beside New task.

Related guides

Project templatesReuse a whole projectCreate a taskEvery way to add workRecurring tasksWork that repeatsEdit a taskEverything inside a task
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