Using Task Templates

You can turn any task into a reusable Task Template, so you don't have to rebuild the same task from scratch every time. In this guide, we'll show you how to create a template from an existing task, and how to start a new task from a template right in a stage.

Creating a Template from an Existing Task

Open the task you want to turn into a template. Click on the three-dot icon at the top of the task details panel, then select Make Template.

Your task is now marked as a template. A banner appears at the top letting you know This is a template task. Click the Create task from template link to reuse it.

A Templates panel will appear. Update the Task Title if you'd like, and check the Keep boxes to carry over the template's Labels and Assignees. You can also pick a different Stage for the new task from the dropdown.

Once you're done, click the Create Task button to add the new task from your template.

Starting a New Task Template from a Stage

You can also create a task template directly while adding a task to a stage.

Click the Plus icon at the bottom of any stage to open the quick-create task pop-up.

Click on Start From Template at the bottom of the pop-up.

A Task Templates panel will appear, listing any existing templates you've saved, like the Keyword Research template shown here. Simply click on a template to use it, or click Create a New Template to build one from scratch instead.

That's all you need to know about creating and using task templates in FluentBoards.

Find Your Task Templates

Click the Filter icon at the top right of your board. Under Task, check the Template box. Your board now shows only tasks marked as templates. Uncheck it to see all your tasks again.