Task templates list in workspace settings

The Task Templates page in Settings lists the task templates saved from your projects. You can edit one, change which tasks it holds, or delete it. New templates are created from a project, not from here.

At a glance

What it is	A list of saved task templates
Where to find it	Avatar > Settings > Project & Workflow > Task Templates
Who can use it	Owners and Admins
Plan	Not plan-gated in the Settings menu

How do I add a template to the list?

1. Open a project and select tasks with Bulk Edit.
2. In the bulk action bar, click More Options and choose Create Task Template.

See how to create a task template.

What does the list show?

Columns are Name and Created, with Edit and Delete on each row and a Total Items count in the footer. Delete asks Are you sure?.

How do I edit a template?

1. Click edit on the row.
2. Change the Template Name (required).
3. Tick or clear Include subtask hierarchy. When ticked, subtasks are saved under their parent task. When cleared, they are saved as separate main tasks.
4. Under Selected Tasks, use Remove to drop a task.
5. Click Save.

Best practices

• Keep Include subtask hierarchy on for checklists with sub-steps, because clearing it turns every subtask into a separate main task.
• Remove stray tasks here instead of recreating the template.

Related guides

• Create a task template
• Import a task template
• Templates library
• Workspace settings overview