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Schedule Templates

Automate project creation using pre-designed layouts for daily agendas, weekly plans, and more.

What Are Scheduled Templates?

Scheduled templates offer a convenient way to create recurring projects based on pre-defined templates. You can schedule a template for one-time creation on a specific date and time or to have it recur at regular intervals (e.g., every day at 8:00 AM).

💡 Note: Visit Create & Use Templates to learn more.

Schedule a Template

  1. Open a workspace or folder.
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  2. Navigate to the Templates tab at the top.
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  3. Click the 🗓️ Schedule button underneath the template you want to schedule.
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  4. Choose the frequency and time.
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  5. Click Schedule to create a recurring project.

When to Schedule Templates

  1. Time-saving: Instead of setting up repeating projects from scratch, you can automate project creation and dedicate more time to achieving project goals.
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  2. Consistency: Scheduled templates allow you to standardize the way you approach recurring projects and reduce the risk of errors and inconsistencies.
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  3. Improved planning: Using recurring projects allows you to plan ahead, set the stage for your team, and allocate resources more efficiently.

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