Task Templates allow you to create reusable sets of tasks that can be applied to events.
This helps standardise your workflow and saves time by avoiding the need to recreate the same tasks for each event.
Where to Find Task Templates
You can find Task Templates under the Settings tab in the left-hand sidebar.
From here, you can create and manage all your templates.
Creating a Task Template
You can create a new template to define a set of tasks for your events.
To Create a Task Template:
Go to Settings > Task Templates
Click “Create Template”
Enter the required details:
Template name
Add optional details:
Description
Click “Create Template”
Once created, your template will be available to add tasks.
Adding Tasks to a Template
After creating a template, you can add individual tasks (items) to it.
To Add Tasks:
Click the dropdown arrow on the template
Click “Add Item”
Enter the required details:
Title
Due date (relative to event or timeline)
Priority
Status
Reminder method
Add optional details:
Tags
Description
Click “Create Item”
Once created:
The task will appear inside the template
You can add as many tasks as needed
Applying a Template to an Event
You can apply a task template to any event to quickly generate tasks.
To Apply a Template:
Click “Apply Template to Event”
Select the event you want to apply it to
Once applied:
All tasks within the template will be created in the selected event
Importing and Exporting Templates
You can manage your templates using CSV files.
You can:
Import CSV to upload task templates
Export CSV to download and share your templates
This allows for easy backup, sharing, and bulk management of templates.
Saving an Existing Task List as a Template
If you have already created a task list for an event that you would like to reuse in the future, you can save the existing tasks as a new Task Template.
To Save a Task List as a Template:
Go to the event's Task List
Click “More Actions”
Select “Save As Template”
Enter a Template Name
Add a Description (optional)
Select the tasks you want to include in the template
At the bottom, you can also choose:
Include Assigned Team Members in Template? – Includes the team member assignments from the selected tasks
Include Reminders in Template? – Includes the reminder settings from the selected tasks
Once you have selected the tasks and settings you want to include:
Click “Save Template”
The saved template will then be available under Settings > Task Templates and can be applied to future events.
This allows you to turn an existing event workflow into a reusable template without having to recreate each task manually.
Using Task Templates Effectively
Task Templates help you maintain consistency across your events.
By using templates, you can:
Save time when creating tasks
Standardise your event workflows
Ensure nothing is missed during planning
Keeping Your Workflow Efficient
By creating and reusing task templates, you can streamline your event planning process and improve team productivity across all events.