Skip to main content
Task templates let you save a pre-written task description and reuse it whenever a new task is created. Instead of typing the same structure from scratch each time, you pick a template and the description is filled in for you automatically. You can also mark one template as the default so it pre-fills every new task without any extra steps.

​
Create a template

Only workspace Owners and Admins can create, edit, and delete templates.
1

Open Settings

Go to Settings > Task templates.
2

Add a template

Click Add Template.
3

Name it

Give the template a short, descriptive name so it is easy to identify in the list.
4

Write the description

Use the rich text editor to write the template content. You can use headings, bullet lists, checkboxes, code blocks, and any other formatting supported by the Arca editor.
5

Save

Click Create to save the template. It is now available when creating tasks.

​
Use a template when creating a task

When the New task dialog is open, click inside the description editor and type / to open the slash command menu. Select Apply template to see all available templates as a submenu; selecting one replaces the current description with that template’s content. You can edit the description freely after applying it.
You can also navigate the slash command menu with the keyboard: use the arrow keys to move between items, press Enter or → to open the Apply template submenu, select a template with Enter, and press ← or Escape to go back to the main menu.

​
Set a default template

You can mark one template as the default. When a default is set, the description editor is pre-filled with that template’s content every time the New task dialog opens, no manual selection needed. To set a default, click the checkmark icon next to a template in the list. A Default badge appears next to the template name to confirm it is active. To remove the default, click the X icon next to the template.

​
Edit a template

Click the pencil icon next to any template to open the editor. Change the name, content, or both, then save.
Editing a template does not update descriptions of tasks that were already created with that template. It only changes the template for future use.

​
Delete a template

Click the trash icon next to a template and confirm the deletion. This cannot be undone. If the deleted template was set as the default, no default will be active until you set a new one.
Deleting a template does not change descriptions of tasks that were already created with that template. It only removes the template for future use.