How to create Task template

Creating a Task Template – Standardize and Streamline

Task templates make managing recurring tasks easier by providing a ready-made structure that can be reused across projects. With task templates, you save time and maintain consistency in your project workflows.

Steps to Create a Task Template

• Navigate to the Task Templates section in the application.
• Click the Create Template button to start building a new template.
• Begin adding task details, steps, and any necessary information for reuse.

Pro tip: Think about the tasks you perform frequently—those are perfect candidates for a template to save time and reduce errors.

Adding Details – Name Your New Task Template

After clicking Create Template, a pop-up labeled “New Task Template” appears, allowing you to enter the necessary details for your template.

What You Can Do Here

• In the input field, type the Task Template Name to identify your template.
• Choose a name that clearly reflects the purpose of the task template for easy recognition later.
• Click the Create button to save and generate your new task template.
  

Where Your Task Template Appears – Task Templates Section

Once you create a task template, it will be listed in the Task Templates section, making it easy to manage and access.

What You Can Do Here

• View your newly created task template anytime.
• Rename the template if you want to update its title for clarity.
• Delete templates that are no longer needed to keep your workspace organized.

Pro tip: Regularly review your task templates to ensure they remain relevant and aligned with your project workflows.

Efficient Task Management – Streamline Your Workflow

By creating and managing task templates, users can standardize recurring tasks and maintain a more organized workflow. This ensures consistency, saves time, and keeps projects running smoothly.