How to manage task templates [Video]

If you need to do the same task regularly, you can set it on repeat. These tasks are saved as templates, and duplicates will appear on your board as their scheduled date and time approach.

When creating a task, select a repetition frequency, and set your time parameters in the Task repeat settings.

All repeated tasks are saved to Task templates. You can access them to edit a scheduled task template and create a new task with modified parameters at the specified time.

The Task templates section shows only the task templates where you configured the Repeat task option. You cannot repeat tasks where this option is not configured.

Select and edit your template. Your new settings will be applied to all future tasks on the board at the selected time.

Last Updated: 02.10.2024