Create a task from a project task template

task australia Updated Sep 10, 2026 1 min read t_UseAProjectTaskTemplate.md
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You can save a project task as a template and reuse it when creating a task.

Before you begin

Role required: it_project_manager

You must have a template from an existing project task that has the required field values. See Templates for more information on this platform feature.

Procedure

  1. Navigate to All > Project > Tasks > All.

  2. Select New.

  3. If the templates do not appear at the bottom, select the ellipsis ([Omitted image "gannt_chart_icon.png"] Alt text: Ellipsis icon) icon at the top of the form, and select Toggle Template Bar.

  4. Select the template link in the template bar at the bottom of the form.

    [Omitted image "template_link.png"] Alt text: Template link

    The template is applied to the project.

Parent Topic:Create a project task from a project

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