How to Use Task Templates - CoSchedule Blog

How to Use Task Templates

Use task templates for your project workflow to eliminate mistakes, move projects forward easily, and save time.

Note: Task Templates are available in our Marketing Calendar and Marketing Suite. Only Owners, Managers, and Admins can add and edit Task Templates.

Create a Task Template

  1. Open any project on your calendar. 
  2. Go to the tasks tab on the right side.
  3. Click the vertical ellipsis. 
  4. Select Task Template.
  5. Click Create New and the Task Template editor will open. 
  6. Select the type of template you want. 
  7. When finished, click Next.

Task Template Types:

  • Based On When The Project Publishes: 
    • Each task inside the template will be scheduled based on the publish (finish) date of the project the template is applied to.
  • Based On When The Project Begins: 
    • Each task inside the template will be scheduled based on the start date of the project the template is applied to.

Note: Make sure to check the box to ignore weekends when scheduling tasks days before publishing if you only want these tasks assigned during the week.

Scheduling Tips: 

  • If you want this specific Task Template to not schedule tasks that fall on a weekend, select Ignore Weekends.
  • If you apply a Task Template with “Ignore Weekends” enabled, then reschedule the associated project, the tasks will not ignore weekends. 
  • The tasks only ignore weekends during the template application step.

Apply a Task Template to a Project

  1. Navigate to the task bar in your project.
  2. Click the vertical ellipsis.
  3. Click Task Template
  4. In the Task Template menu, select the task Template you want to add to your project.
  5. Review the associated tasks and settings. 
  6. Click Apply to apply the Task Template.

Edit a Task Template

  1. Hover over the template you want to change.
  2. Click the Edit Pencil.

Things to Note: 

  • Editing a task template will not affect any projects that already have the template applied. 
  • You cannot change the type of template. 
  • To change the type of task template, you will need to recreate the template.

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