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DocsTask Templates
Reusable task configurations for repeatable processes
A task template captures a title pattern, description, priority, default assignee, tags, reminder offset, and (optionally) a checklist of subtasks. Applying a template at task-create time pre-fills every field; you can still edit anything before saving.
Open Admin Panel
Go to Admin > Task Templates. Non-admins can request templates but cannot create them.
Click New Template
Give it a recognizable name (e.g., "Client onboarding", "Monthly review").
Set default field values
Title pattern, description, priority, tags, reminder offset, default assignee, and status.
Add a subtask checklist (optional)
List the standard subtasks. When the template is applied, these become the task's initial subtask list.
Save
The template immediately becomes selectable in the task create dialog.
Open the task create dialog (New Task, + on a column, or Ctrl+Shift+N). Pick a template from the Template dropdown at the top of the form. Every field pre-fills. Edit anything you need to specialize for this instance, then save.
| Field | Description | Type | Default |
|---|---|---|---|
| Name* | Internal label shown in the dropdown. | text | — |
| Title pattern | Default task title. Supports placeholders like {{company}} and {{date}}. | text | — |
| Description | Rich-text body, carried into every task created from this template. | textarea | — |
| Priority | Default priority level. | select | — |
| Default assignee | User or role assigned when the template is applied. | select | — |
| Tags | Tags applied automatically. | text | — |
| Reminder offset | Preconfigured reminder relative to the due date. | select | — |
| Subtask checklist | Ordered list of subtasks to create alongside the parent. | textarea | — |
| Active | Inactive templates are hidden from the create dialog. | toggle | On |