Articles on: Tasks

How do I create a task template?

Notes: You need a Basic licence to create a task template. The task templates can be used throughout the organisation and can be managed by the organisation admin under "Templates". => How do I delete a task template?

You can create a template from any existing task. To create a template, click on Tasks (1.) and then select the Task (2.) from which you want to create a template.

Note: You can select the task either by double-clicking or by clicking once. Clicking once opens a side panel (area highlighted in yellow), where you have the same options as when you double-click.

In the detailed view of the task, click on the three dots at the top right (1.) and then on Create Task Template (2.).

A new window will open. Give the task template a name (yellow highlighted area). Then click on the Save button.

Information: The following elements are saved in the task template: title, description, type, visibility, form fields and subtasks.

Updated on: 28/07/2026

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