Task templates

If you add the same task regularly, there's no need to create it from scratch every time you need it. Just create a task template and add tasks manually or automatically in no time!

In this article:

How to create a task template

Navigate to the Tasks and Projects section > click More > Templates.

Click the Create button next to the Task templates.

Fill the task template form. All the settings will be saved, and you won't need to fill the task form next time. You can edit the task template or created tasks at any time.

To learn more about additional task features, click here.

Also, you can save a task as a template when adding a new task or editing the existing one. To do that, enable the Save as template option in the bottom right corner.

How to edit task templates settings

Here are some specific options you can configure in the task template settings:

Deadline based on the task creation date

Specify the time period in which the task needs to be completed in the Deadline in section. Bitrix24 will automatically set a deadline when the task is created.

Template access permissions

Configure your task templates access permissions if you want other employees to use these templates.

There are two access levels available:

  • Full task template access - employees will be able to edit and use this template.

  • Read task template - employees will be able to use and read this template, but won't be able to edit it.

Task template for a new employee

Administrators can use the Task template for a new employee option. Click Options > enable this option. This task will automatically be assigned to a new employee when hiring.

This option is not available in Bitrix24 On-Premise yet.

Repeat task template

Check if this section is available in your Bitrix24 plan.

You can configure the task template so that the task will be created automatically and repeated. Just enable the Repeat task option.

For example, you need a task to be created every year on November 28th. Specify the repeat term parameters and configure when you want a task to be created:

Then select the date from which the task becomes recurring and the end date.

  • no end date – the repetition will never be stopped.

  • end date – the system will stop repeating a task on the specified date.

  • complete after ... irritations – the specified number of tasks will be created, and then the repetition will be stopped.

Task with subtask template

Check if subtask templates are available in your Bitrix24 plan.

Subtasks come in handy when strict control is required over complex and sophisticated tasks. Such tasks can be split into several simple ones, thereby streamlining the task workflow. Also, delegating subtasks to various employees or departments increases flexibility.

To add a subtask to the task template, use one of the following options:

  • Go to the new task template creation form > More > Subtask > Template > Add.

  • Or open the task templates list > click the hamburger button and select Add subtask for template.

Important: the parent template (base task template) acts as a grouping container; the subtasks are independent of each other.

How to work with task templates

After the template is created, you can easily add new tasks using existing templates. Go to the Tasks and Projects section > click the small arrow to the right of the Create button > Task using template > select a template from the list.

Also, you can use a template in the new task form. Click the Task templates button and select a template from the list.

Alternatively, open a task form and click the small arrow to the right of the Add button > select Create using template > select a template from the list.

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