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Create a Work Template from scratch
Create a Work Template from scratch
Work Templates allow you to standardize processes and quickly create new pieces of work. Here's how to create one from scratch.
Ian Vacin avatar
Written by Ian Vacin
Updated over a week ago

Work Templates allow you to standardize processes across your team. You can create a Template from an existing piece of work that you reuse often, or you can also create a brand new template.

To create a new Template, choose Settings from the main menu, then “Work templates”. You can then choose to “Add Work Template”.

You’ll then be given the option to choose a name a description for your new Template. Try to be detailed here—the rest of your team will be searching for this when it is published.

Now that your draft Template has been created, you'll be able to add Tasks with tasklist automators, descriptions, assignees, and due dates, plus documents, like you would add to any piece of work.

If you don’t know which colleague is going to be doing the work yet, you can use a placeholder role instead. Then when you create work from this template simply swap out the placeholders with the team.

Choose how many days each item should be due after the Work start date, or before the Work due date.

Edit the Template’s description or upload any documents in the Details tab. You can also apply a work type, budget dollars and estimated time.

When you’re done, hit publish at the bottom of your screen and your template is ready to create work from.

If you make any future changes to the template, these changes won't go live until you choose "Publish". Until you choose to publish any changes, the older version of that Template will be the active version.

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