What a template stores
A task template includes:- Title — the default task name
- Description — detailed instructions or context (supports rich text)
- Deadline offset — how many days after creation the task is due
- Assignee — a specific user, a team, or a household custom field that references a user
- Priority — urgent, high, medium, or low
- Label — a color-coded tag
- Attachments — files included with every task created from the template
Where templates are used
| Location | How it works |
|---|---|
| Task creation dialog | Click the template icon in the footer to apply a company-wide template |
| Project milestones | Tasks auto-create from templates when a project enters a milestone |
| Workflows | The Create task action uses templates to define task properties |
Apply a template when creating a task
Click the template icon
In the footer of the dialog, click the list icon to open the template picker.
Review and adjust
The template pre-fills the task fields. Modify any values before creating the task.
Templates in projects
Project templates contain milestones, and each milestone can have task templates. When a project enters a milestone:- Tasks are created from each template in that milestone
- Due dates are calculated as milestone start date plus the template’s deadline offset
- Assignees are applied from the template
Convert an existing task to a template
Admins can convert an existing task into a company-wide template:- Click the … menu on any task row in the task list
- Select Convert to template
- Review and adjust the template fields
- Save the template
Template fields
Deadline offset
The number of days after creation (or milestone start) that the task is due.| Offset | Due date |
|---|---|
| 0 | Same day |
| 1 | Next day |
| 7 | One week |
| 14 | Two weeks |
| 30 | One month |
Assignee options
- Specific user — always assigned to a particular team member
- Team — assigned to a team
- Household custom field — dynamically assigned based on a user-reference custom field on the household (e.g., assigned to the household’s primary advisor)
- Unassigned — no default assignee
Editing a template does not change tasks that were already created from it.