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Task templates let you define standardized tasks once and reuse them when creating new tasks. Templates pre-fill the title, description, priority, label, assignee, deadline, and attachments.

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Where templates are used

LocationHow it works
Task creation formClick the icon in the footer to apply a template
Project milestonesTasks are created automatically from milestone templates when a project enters a milestone
AutomationsThe create task action uses templates to define task properties

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Create a template from settings

Only admins can create company-wide templates. Any user can create book-specific templates.
1

Go to task template settings

Go to Settings → Data customizations → Task templates.
2

Choose the scope

Select the Company tab for templates available to all books, or select a specific book tab for templates available only in that book.
3

Click + New task template

Fill in the template fields:
  • Title — the default task name
  • Description — instructions or context (supports rich text)
  • Due in — how long after creation the task is due. Choose from presets (same day, 1 day, 1 week, etc.) or set a custom value in days, weeks, months, or years
  • Assigned to — a specific user, a team, or a user reference field on the household
  • Priority — urgent, high, medium, or low
  • Label — a color-coded task label
  • Attachments — files included with every task created from the template
4

Click Save

The template is available immediately when creating tasks.

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Convert an existing task to a template

Only admins can convert tasks to templates.
1

Open the row menu

On the Tasks page, click the … menu on the task row.
2

Select Convert to template

The template creation form opens, pre-filled with the task’s title, description, priority, assignee, and attachments.
3

Review and save

Adjust any fields and click Save.

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Apply a template when creating a task

1

Open the task creation form

Click + New task or press c then t.
2

Click the template icon

In the footer of the form, click the icon to open the template picker.
3

Select a template

Search for and select the template you want to apply. The form is pre-filled with the template values.
4

Adjust and create

Modify any values as needed, then click Create.

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Template fields

Templates can pre-fill the title, description, priority, label, deadline, and assignee.

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Assignee options

Templates support three types of assignment:
  • Specific user — always assigned to a particular team member
  • Team — assigned to a team, notifying all members
  • User reference field — dynamically assigned based on a user-reference custom field on the household (e.g., the household’s primary advisor)
Only one assignment type can be set per template.

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Company vs book templates

  • Company templates are available across all books. Only admins can create, edit, or delete them.
  • Book templates are available only in a specific book. Any user can create them.

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Templates in projects

Project types contain milestones, and each milestone can have task templates. When a project enters a milestone, tasks are created from each template automatically. Due dates are calculated from the milestone start date plus the template’s deadline.
Editing a template does not change tasks that were already created from it.

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FAQ

Yes. Book-specific templates can be cloned to other books or to the company level from the template settings page.
Templates support the same file types as tasks: PDF, DOCX, TXT, CSV, XLSX, XLS, PNG, JPEG, and GIF. Up to 20 files, 10 MB each.
Yes. Any user can apply a company-wide template when creating a task. Only admins can create, edit, or delete company-wide templates.

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Next steps

Creating tasks

Create and assign tasks

Project types

Configure project types with milestones and tasks

Task labels

Manage task labels