How to create task templates?

Created by Shreeda R, Modified on Tue, 30 Apr 2024 at 04:01 PM by Monica Madan

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If you are tired of manually recreating repetitive tasks every time you start a new project, Rocketlane is here with a solution. Rather than recreating these tasks from scratch, seamlessly incorporate them into your new projects, complete with all the necessary subtasks, assignees, placeholders, properties and attachments.

In this article

How? By templatizing these tasks and effortlessly adding those to the necessary phase in your project plan. 

Below, we provide a comprehensive step-by-step guide to walk you through this process.

How to save a task template?

1.Navigate to the templates section.

2.Choose the project template containing the task you wish to save.

3.Click on the task that you want to save  and select "Save as Template" from the more actions menu.

4.Confirm and save the task template.

How to add task template to your project?

1.Select the project you want to add the task template to.

2. Click on the drop down next to add task which is present at the end of each phase.

3.You will see the option "Add from task template" in the drop down, select that.

4.You will see a list of all the saved tasks from various templates.You can select the task templates that you want to add.


5.After selecting multiple tasks that you want to add in the phase, add start dates to the task by clicking  ‘Add start dates’.

6.Once the dates are added you can add the tasks . 

7.Here you can see that the tasks are reflected in the phase they are added to. By default tasks will be added at the end of the phase and you can reorder it according to your requirements.

This is how rocketlane’s task templates allow you to seamlessly templatize tasks and add them to projects with a few clicks.

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