Task Templates

Task Templates in t0ggles allow you to streamline task creation by saving frequently used tasks as reusable templates. With this feature, you can predefine key details and automate task start and deadline dates, making project planning faster and more efficient.

#How to Create a Task Template

To create a Task Template:

1. Open the task details of the task you want to save as a template.
2. Click the More Menu (···) in the top-right corner.
3. Select Save as Template.
4. Enter a template name.
5. (Optional) Configure start date and deadline automation (details below).
6. Click Save.

Task properties like title, description, tags, and other custom properties will be saved as part of the template.

#Start & Deadline Automation

When creating a template, you can automate how the start date and deadline will be set when a task is created from the template. The options include:

• Same Date → Start/deadline will be set to the date when the task is created.
• Later Date → Configure a future start/deadline date in N days/weeks/months later (e.g., "7 days later").
• Period Begin/End → Set deadlines relative to time periods:
  • "At the beginning of the current/next week/month"
  • "At the end of the current/next week/month"
• Exact Day → Define a specific recurring day (e.g., "On the 2nd Tuesday of each month").

#How to Use a Task Template

To create a new task from a template:

1. On the Board View, click the small button next to the "+ New Task" button.
2. A dropdown will appear with a list of saved task templates.
3. Select a template to create a new task with pre-filled details.

The new task will inherit all the predefined properties and date automation settings configured in the template.

#Managing Task Templates

• You can create multiple task templates for different workflows.
• Task templates can be edited by selecting Save as Template again on an existing task and updating its settings.
• To remove a template, simply delete the saved template from the template list.

#Why Use Task Templates?

Task Templates help teams:

• Save time on repetitive task creation.
• Maintain consistency across similar tasks.
• Automate start and deadline dates for better scheduling.
• Reduce manual entry and streamline workflows.