I can turn things into templates, but I cannot apply a template to a project.
When you use the Customize > Task template > Add task template, it will appear in the menu in your screenshot, and also in the “+” menu beside every section, and when you click Add task in Board view.
Thank you! It looks like even if I add a task template, I have to manually contruct what is in it instead of it copying an existing task. However, I cannot apply that template to another board. Do I have to replicate this action for each board I want the template under?
Another way to add a task template is Convert task to template:
You can have task templates in project templates and thus make task templates available to new projects easily.
For existing projects with task templates, just re-home the resulting task to your destination project. That can be automated too. I explain that here:
THANK YOU! This worked and now my headache is gone.
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