Set a job up once.
Save a task as a template, with its subtasks, checklist, docs and files. Repeat it on a schedule, or each time it is done.
Templates- 5 subtasks
- 1 checklist
- 2 Docs
- 3 files
Stop rebuilding the same job.
Templates
Save any task as a template with its subtasks, checklists, fields, docs, procedures and files. Choose what to include, and start the next job from it in one click.
Apply to any task
Create a new task from a template, or apply it to a task that already exists. Anything already filled in is kept, and a preview shows what will be added.
- +5 subtasks
- +1 checklist
Recurring tasks
Repeat daily, weekly, monthly or yearly, or a number of days after the task is finished. Run on the calendar, or wait until the task is done or closed, and choose what carries over.
Shared templates
Share a template with the whole workspace or keep it private. Choose which people and teams can update it, while everyone else uses it as it is.
Also included
Template Center
Browse and search every template in one place.
Relative due dates
Set a template's due date a number of days after the task is created.
Update from a task
Save an improved task over an existing template.
Skip weekends
Keep recurring tasks off Saturdays and Sundays.
End when you choose
Repeat forever, a set number of times, or until a date.
Every series in one list
See each repeating task and its next run, and stop any of them.
Common questions
What can a template include?
You choose: description, assignee, priority, due date, status, tags, custom fields, subtasks, checklists, followers, procedures, docs, dependencies, comments and attachments. Recurring settings and start dates are never carried.
Does a recurring task wait for the last one to be done?
Only if you want it to. By default it runs on the calendar, so finishing early doesn't bring the next one forward. You can also have it repeat when the task is done or closed.
Can an automation apply a template?
Yes. A rule can apply a template to a new task, or directly onto the task that triggered it, for example when a form or an email arrives.
Who can change a template?
Its creator, plus the people and teams given edit access. Everyone else can use it but not change it.
Automate
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