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Create and Use Task Templates

Build reusable task templates to speed up repetitive work.

Written by Hubflo Team
Updated yesterday

Task templates let you save a task structure, including subtasks, and reuse it whenever you need it. They're useful for any task you create repeatedly across different clients or workspaces.

Looking to reuse entire project sections? See Create Section & Task Templates.

Create a task template

  1. Go to Settings > Templates > Tasks

  2. Click + New template

  3. Add a title, and any additional information needed such as a files, tags, and description

To create a subtask template

To add subtasks, click the + icon on the task you just created:

Use a task template

Task templates are available in two places:

  • Inside a workspace

  • In the Tasks view in the left sidebar

In either location, click the dropdown arrow next to + New task, then select Create from a template. Choose your template from the list.

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