Task template

Task template in Leanbase

Task templates allow users to:

• Predefine task details such as titles, descriptions, custom fields, labels, subtasks, and assignees.

• Save time by reusing templates for recurring tasks or workflows.

• Standardize task creation to align with team processes.

• Easily manage templates in a dedicated library for quick access.

Create blank task template

Follow these steps to create a new task template from scratch:

1. Go to the board where you want to create a task template.

2. Click on Task template icon.

3. Enter a Task name (e.g., “Weekly Report”) and select the task type. Click Add task.

4. Open the newly created task and fill in the necessary details.

Turn a task into template

1. Navigate to the task you want to convert into a template.

In the Actions section of the task, click the Make template button.

Manage task template

1. Go to your Board and click on the Task Template icon: A list of all your task templates will appear.

2. Edit a Task Template: Click on any template from the list to open and edit its details.

3. Inactive a Task Template: To inactive/archive a task template, press C or click the Archive button in the task details. This will deactivate the template.

4. Restore an Archived Template: Archived templates will be stored in the Archive List with the label "Template.” You can restore any archived template whenever needed.

Create tasks from a task template

1. Navigate to the task template you want to use.

2. Click on Create a Task from Template.

3. Customize the Task: Rename the task, update relevant details, and decide which information to keep from the template.

4. Add the Task to the Board: Once finalized, click Create Task. The new task will be added to the board with the template details pre-filled.