How to create and use templates

Task templates* can be created to easily replicate common tasks for your workspace.  Save time and energy by setting up easy to use templates.*Please note: Templates, along with some other features mentioned in this article, require a Workast Premium (paid) subscription and may not be available with all plans.  For information on our plans, click here.

Template creation

To create a template:

  • Click on +New in the top right-hand corner, then select "Templates."

  • The template creation dialogue will open.  Name your template, add a description if you'd like, then click "Save template."

  • Click "Create" to create the template, and proceed to the template details screen.
  • Once you are in the template detail screen, the default list name will be "Open Tasks" just like in other spaces.  When you import the template into a space, these tasks will merge into your same "Open Tasks" list unless you change the list name.  You can click on the list name to edit it.

  • You can then add tasks and subtasks*, and include assignees, attachments, followers, tags* and descriptions just as you would with a standard task.  You can also add multiple lists to the template. Please note that at this time, you cannot add due dates to templates.  (For more information on standard task creation, click here.)
  • Assignees will not receive notifications about tasks until they are imported into a space, so you can work within the template without sending out notifications to your team. 

Adding a template to a space

Once your template has been created:

  • Open the space where you'd like to import the template.
  • Click on the space settings icon (the gear) and select "Import template."

  • Scroll down until you find the template that you'd like to import, then click on it.
  • Select "Import" to complete importing the template into your space.

  • The template will then be imported into the space.  Assignees will receive notifications of assigned tasks, and reminders will be sent as usual.