Task templates let you quickly reuse common task structures across client accounts. They’re great for onboarding checklists, service flows, and repeatable project work.
Creating a New Task Template
Click Create Template
This will open the template builder.
🛠 Template Builder Overview
Sections
If you create only one section, you’ll be asked which section to insert the template into when applying it.
If you create multiple sections, the full structure (with all section names and order) will be preserved on insert.
Tasks
Supports up to 500 tasks per template
Supports subtasks, attachments, and team assignments
Due dates are relative to the insert date
Due Dates
Tasks can be due X days after the template is inserted
Option to skip weekends
If a due date lands on a weekend, you can roll it back to Friday or forward to Monday
Saving a Template From an Account
Open any account’s task list
Click the dropdown arrow in the top-right
Choose Save as Template
Inserting a Template Into an Account
In that same task list dropdown, click Insert Template
Choose the template
If the template has:
One section: you’ll select which section to insert into
Multiple sections: all sections will be inserted as-is