Using Redbooth From basics to advanced, and everything in between.

Task List Templates

Task list templates are a a great way for you to quickly created a list of tasks that you use over and over again.

Create task list templates

  1. Go to Manage my organization, accessible from your avatar in the top right corner.
  2. Select your organization, then the Task List Templates tab.
  3. Click on the New task list template button.
  4. Create a template with a title. This is what you will see in the task list templates menu when you create a task list.
  5. Create any number of tasks. Each task can have a description, which will be added under the task when it is created from the template. You can assign tasks to a specific team member or yourself, enter due dates, select followers, and define private tasks.

External members cannot see any saved task list templates.

Using task list templates

  1. Enter your desired workspace and go to Add a new task list. Be sure to click on the Advanced options icon to the right.
  2. A new window will pop up and you can select the task list template from the drop-down menu.
  3. Choose your desired template, select the start and due date (optional), and then click Save.
  4. The task list will appear in your workspace and you can move its position by dragging and dropping.