πŸ€” What Are Templates?

Taskade features hundreds of Project frameworks you can use to kickstart all kinds of projects. Each template in the Templates Gallery is fully customizable, so you can modify them to automate repetitive tasks and workflows.

πŸ’‘ Note: Visit πŸ–Ό Create & Use Templates (iOS & Android) to learn how to use templates on mobile devices.

 

The Templates Gallery includes categories like:

  • 🏑 Personal
  • ⚑️ Project Management
  • πŸŽ“ Education
  • πŸ“ Task Management
  • β˜•οΈ Product Management
  • πŸ“² Remote Work
  • 🌱 Startups
  • And many more!

 

πŸ—‚οΈ Use Default Templates

  1. Create a new Project inside a Workspace or a Folder
  2. Select one of the templates organized into categories (left navigation bar)
  3. If you don't see the right template, use the search bar to find more options
  4. Click Create and get work done!

 

πŸ› οΈ Create a New Template

1. Select a Workspace or Folder and go to the Templates tab.

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2. Click βž• Blank Template to create a custom template for the selected Workspace/Folder. Start typing to enter an Edit mode.

πŸ’‘ Note: The Add-ons Menu is disabled in the Edit mode.

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3. Once you're done editing the new template, return to your Workspace/Folder and click βž• New project. The template will appear in the Custom Templates category.

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βž• Copy a Template

You can reuse your custom templates across different workspaces and folders:

  1. Go to a Workspace/Folder ➑ Templates tab.
  2. Hover the cursor over the template you want to copy and click "Β·Β·Β·".
  3. Click "Copy Template" copy-template.png
  4. Choose the target Workspace/Folder.

copy-template.gif

 

πŸ—‘οΈ Remove Custom Templates

Follow the steps below to delete any templates you no longer use:

  1. Go to a Workspace/Folder ➑ Templates tab
  2. Move the mouse cursor of the template you want to delete and click "Β·Β·Β·"
  3. Choose delete-template-button.png from the dropdown list

delete-template.png

 

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