How to Create Task Templates for Projects | Reusable Task Management Setup

Описание: In this video, we explain how to create task templates in the Template Center so you can reuse predefined tasks across multiple projects and save time.

Task templates help you standardize your workflow by allowing you to create a set of tasks once and quickly apply them to any project whenever needed.

In this tutorial, you’ll learn:

How to create a task template in the Template Center

Adding multiple tasks under a single template

Setting task names, priorities, and descriptions

Assigning tasks to team members directly in the template

Defining durations, due dates, and estimated hours

Creating checklists for tasks

Adding reference files and attachments

Editing or deleting task templates

Importing task templates into active projects

Task templates are especially useful for construction companies, architects, and engineering teams that follow repeatable processes such as design stages, approvals, execution, and handover.

By using task templates, you can ensure consistency across projects, reduce manual work, and improve team productivity.

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