Templates

A task template is a predefined task (title, categories, activity, estimates, notes) that you can create real tasks from in one step. When you start typing a new task’s title, matching templates are offered right in the title field, so well-named templates turn your most repeated tasks into a single click. Tasks created from a template note where they came from.

Global and Private

• Global templates are available to every user in the firm: your shared playbook.
• Private templates (shown in italics) are visible only to the person who created them.

Working the List

Templates are grouped by their task categories, with a Favorites group at the top for the templates you’ve starred (open a template and check Make a Favorite; stars are personal, not firm-wide). There’s a search bar for large collections, and a Show Deleted toggle that reveals deleted templates with a one-click Restore, so retiring a template isn’t permanent.