> ## Documentation Index
> Fetch the complete documentation index at: https://docs.slant.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Task templates

> Create reusable templates for common tasks to ensure consistency across your practice.

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.

## Where templates are used

| Location               | How it works                                                                                     |
| ---------------------- | ------------------------------------------------------------------------------------------------ |
| **Task creation form** | Click the <Icon icon="layout-template" /> icon in the footer to apply a template                 |
| **Project milestones** | Tasks are created automatically from milestone templates when a project enters a milestone       |
| **Automations**        | The [create task action](/platform/automations/actions) uses templates to define task properties |

## Create a template from settings

<Note>
  Only admins can create company-wide templates. Any user can create book-specific templates.
</Note>

<Steps>
  <Step title="Go to task template settings">
    Go to **Settings** → **Data customizations** → **Task templates**.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Click + New task template">
    Fill in the template fields:

    * **Title** — the default task name
    * **Description** — instructions or context (supports rich text, including tables)
    * **Due in** — how long after creation the task is due. The due date is optional: choose **No due date** and tasks created from the template will have no due date. Otherwise pick a preset (**Same day**, **1 day**, **1 week**, and so on) or set a custom value in days, weeks, months, or years
    * **Assigned** — 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](/account-settings/customization/labels-and-tags)
    * **Attachments** — files included with every task created from the template
  </Step>

  <Step title="Click Create">
    The template is available immediately when creating tasks.
  </Step>
</Steps>

<Tip>
  Click **Insert table** in the description editor footer to add a table. Hover over any row or column to reveal a menu for inserting rows and columns or deleting them.
</Tip>

<Note>
  **No due date** applies everywhere a template is used — manual task creation, project milestones, sequence steps, and recurring tasks. Tasks created from a no-due-date template have no due date.
</Note>

## Convert an existing task to a template

<Note>
  Only admins can convert tasks to templates.
</Note>

<Steps>
  <Step title="Open the row menu">
    On the **Tasks** page, click the **...** menu on the task row.
  </Step>

  <Step title="Select Convert to template">
    The template creation form opens, pre-filled with the task's title, description, priority, assignee, and attachments.
  </Step>

  <Step title="Review and create">
    Adjust any fields and click **Create**.
  </Step>
</Steps>

## Apply a template when creating a task

<Steps>
  <Step title="Open the task creation form">
    Click **+ New task** or press `c` then `t`.
  </Step>

  <Step title="Click the template icon">
    In the footer of the form, click the <Icon icon="layout-template" /> icon to open the template picker.
  </Step>

  <Step title="Select a template">
    Search for and select the template you want to apply. The form is pre-filled with the template values.
  </Step>

  <Step title="Adjust and create">
    Modify any values as needed, then click **Create**.
  </Step>
</Steps>

## Template fields

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

### 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](/account-settings/customization/custom-fields) on the household (e.g., the household's primary advisor)

Only one assignment type can be set per template.

## 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.

## Templates in projects

[Project types](/activity/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. If a template has **No due date**, tasks created from it in a project have no due date.

<Note>
  Editing a template does not change tasks that were already created from it.
</Note>

## FAQ

<AccordionGroup>
  <Accordion title="Can I clone a template to another book?">
    Yes. Book-specific templates can be cloned to other books or to the company level from the template settings page.
  </Accordion>

  <Accordion title="What file types can I attach to a template?">
    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.
  </Accordion>

  <Accordion title="Can non-admins use company-wide templates?">
    Yes. Any user can apply a company-wide template when creating a task. Only admins can create, edit, or delete company-wide templates.
  </Accordion>
</AccordionGroup>

## Next steps

<CardGroup cols={2}>
  <Card title="Creating tasks" icon="plus" href="/activity/tasks/creating-tasks">
    Create and assign tasks
  </Card>

  <Card title="Project types" icon="folder-kanban" href="/activity/projects/project-types">
    Configure project types with milestones and tasks
  </Card>

  <Card title="Task labels" icon="tags" href="/account-settings/customization/labels-and-tags">
    Manage task labels
  </Card>
</CardGroup>