Create a task template Last updated: Sep 26, 2026

A task template saves the details of a task so you can reuse them later.

1. Go to New Task and fill in the form.
2. Before clicking Create task, click Save Template (top right) and give the template a name you'll remember.

To use it later, go to New Task, click Options > Templates, and click Apply next to the template. The fields fill in automatically.

Templates are also used by the Scheduler (see Create a scheduled task).