Home Guides Boards How to add a Task Template?

A task template can be added in two ways.

The first is to add it by clicking on the “+” button in the navigation menu and then selecting “Task Template” from the drop-down list.

 

 

A sidebar will open. Here we can fill out all the necessary information for defining a task template.

 

 

First, we need to select a board on which the template will be used and name the task. If we’re creating a new task and not updating an old one, we don’t need to pay attention to the “From existing” and “Status” fields.

Next, we have 8 field options that allow us to fully customize our task template.

We can add as many as we need of each kind.

The second way is directly from the board in which we want to use the task.  We start by clicking on the “Task Template” section in the top right corner.

 

 

A sidebar will open.

 

 

To add the template we need to click on the “ADD TASK TEMPLATE” field. A new section will open.

 

 

If we’re creating a new task and not updating an old one, we don’t need to pay attention to the “From existing” and “Status” fields. Next, we have 8 field options that allow us to fully customize our task template.

We can add as many as we need of each kind.

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