Task templates

Templates save you from rewriting the same checklist or brief every time a familiar kind of task comes up.

Save a template

1. Open a task that's set up the way you want.
2. Open the task menu (the … button) → Save as template.

The template keeps the title, description, priority, labels, estimate, custom field values, checklists, and subtask titles.

Use a template

1. Open the board settings menu → Task templates.
2. Click Use next to the template.
3. Taskeni creates the task in the board's first list and opens it.

Good to know

• Templates belong to the board they were saved on.
• To delete one, open Task templates and click Remove.
• Checklist items start unchecked, and assignees and dates aren't copied.
• To copy a whole board instead, use the board settings menu → Duplicate board.