Library for task templates

cc @Andreas_Loftager

Another really great suggestion! Thanks for sharing @Andreas_Loftager!

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Great suggestion. Many of my clients would benefit from this.


This would make task templates much more useful for agencies and businesses who work with multiple clients and vendors across various projects.


We could even have a Templana for task templates? :slight_smile:

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Upvoted!! def would be a great add value!


Making task templates global/found in a library would be major and really increase the use value for the templates! No more duplicating from our “Task Templates” project, renaming, making sure it’s moved to the right project, etc etc.

Use Case: patent prosecution has many formulaic steps that we’ve created task templates for that need to be available across client teams/projects.


The only problem I see at the moment is that the template can include values for custom fields, and there are only available within a project scope…

I completely agree with all the comments, at present we have a project called Templates that has all our repeatable tasks and we duplicate the task in the project and add it to the project we need. I am keen to move over to Task Templates but if this means we have to version control Task Templates that could be need in as many as 30 projects this will not be helpful. I favour a central Task Library when on a project by project basis you can add/star them for each project to avoid having potentially tens of templates to choose from in a drop down. Keep up the good work!


Welcome to the forum @Chris_Pearson
Another clear explanation and yes version control will be a key element :+1:

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Thank Marie. Similar to Skyler, we are an agency with many clients with repetitive steps that we are building in a Team called Templates.

It’s a little frustrating when your understanding of a template is that once you have created a templates and duplicated it, future work done in the parent template does not appear in child templates of the parent.

We need to still go into the parent, duplicate a task, open it, tell it to show in the child template and then scroll, scroll, scroll, scroll, scroll, scroooooooll (yes, it feels like this sometimes :slight_smile: ) all the way back to the top (our Template board is at the bottom) to get to the child Team template you want to work on.

Would love to see a global library of templates. :+1:

I have done a quick mockup of how this library might look once you choose to create a new task.

  • Click Add Task
  • Immediately gives you ability to start searching which filters through the library of templates
  • Hit enter and card is created

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