> For the complete documentation index, see [llms.txt](https://guide.smarttask.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://guide.smarttask.io/fundamentals/task/task-templates.md).

# Task Templates

## How to Create a Task Template in SmartTask

Task Templates let you define reusable task structures — with a name, description, assignee, custom fields, and more — that anyone on the team can use to create pre-configured tasks instantly.

{% hint style="info" %}
Task Templates are project-specific. They are available in any project's List, Board, Calendar, Timeline, and Gallery views, as well as user-scoped views within a project. You need **edit permissions** on the project to create templates.
{% endhint %}

### Method 1: Create a New Template from the Add Button

This is the primary way to create templates from scratch while working inside a project.

1. Open a project and navigate to any view (List, Board, Calendar, etc.)
2. In the top toolbar, click the **dropdown arrow (▼)** on the right side of the **"Add"** button
3. In the dropdown, scroll down to the **"Task templates"** section at the bottom
4. If no templates exist yet, click **"Create Template"**

   * If templates already exist, click the **→ (Open templates drawer)** icon next to the "Task templates" heading

   <figure><img src="/files/g6yVht6u0NMAZG4mr1y8" alt=""><figcaption></figcaption></figure>
5. The **Task Templates drawer** opens on the right side of the screen
6. Click the **"+" button** in the drawer header (next to "Task templates") to add a new one
7. A new blank template is created and the **task detail modal** opens automatically
8. Fill in the template details:

   * Task name
   * Description
   * Assignees
   * Due date
   * Custom fields
   * Any other relevant fields

   <figure><img src="/files/TxJf756YqByLXXbEVz3N" alt=""><figcaption></figcaption></figure>
9. Close the modal — the template is saved automatically
10. Alternatively, click **"Add"** at the bottom of the drawer list to add another template at the end

***

### Method 2: Save an Existing Task as a Template

If you already have a well-configured task that you want to reuse, you can save it directly as a template.

1. Open any existing task by clicking on it (the task detail panel opens)
2. In the task detail toolbar, click the **"..." (More options)** button<br>

   <figure><img src="/files/XUCbqQ6bw4FzkU1gsu3z" alt=""><figcaption></figcaption></figure>
3. From the dropdown menu, select **"Save as Task Template"**
4. The task is immediately marked as a template and appears in the project's Task Templates list

To revert it later, open the same task detail and select **"Remove from Template"** from the same menu.

***

### Using a Template to Create a Task

Once templates exist in a project:

1. Click the **dropdown arrow (▼)** next to the **"Add"** button
2. In the **"Task templates"** section, you'll see up to 10 templates listed
3. Click any template name to instantly create a new task from it (copies the name, assignees, and other fields)
4. For more templates, click **"Load more"** at the bottom of the list, or open the full drawer

***

### Managing Templates (Task Templates Drawer)

Open the drawer via the dropdown arrow → "→" icon to manage all templates for the project:

| Action                        | How                                                                 |
| ----------------------------- | ------------------------------------------------------------------- |
| **Reorder**                   | Drag a template using the drag handle (⠿) icon                      |
| **Edit**                      | Click the pencil (✎) icon                                           |
| **Create task from template** | Click the "+" square icon                                           |
| **Delete**                    | Click the red trash icon                                            |
| **Load more**                 | Click "Load more" at the bottom (appears when more templates exist) |

### Things to Know

* **Task Templates are project-specific.** A template created in Project A won't appear in Project B.
* Task Templates are different from **Project Templates**, which save an entire project structure for reuse when creating new projects.
* The "Task templates" section in the Add dropdown is hidden if you are inside a project that is itself a template.
* Guest users cannot create or manage templates.