Use task templates and repeating tasks

Save tasks with assignees and collaborators, edit several at once, or make a task repeat.

Use a task template to reuse a group of sections and tasks. Use a repeating task when one task should return after you complete it.

You can save team members as collaborators in a template, then carry them over when you add the tasks to a board. You can also change assignees, add or remove collaborators, and delete several template tasks at once.

Choose what you'd like to do:

Create a task template.
Save collaborators in a template.
Edit several template tasks at once.
Insert a template into a board.
Make a task repeat.

Before you start

Templates are team-only. Clients cannot create, edit, or insert them.
A workspace can keep up to 101 active task templates.
A template can contain up to 500 tasks across five task levels.
Repeating tasks need a due date and cannot be milestones.

Create a task template

Open Task Center → Templates.
Select Create Template.
Name the template.
Add sections, tasks, and subtasks.
Add details such as relative dates, assignees, collaborators, priority, tags, files, reminders, visibility, milestones, or dependencies.
Select Save.

You can also save one accessible board as a template. Service-request sections and tasks are left out. A saved board template can report a warning when only one side of a dependency was included.

Using Sydnee for Healthcare? Each AI draft sends your prompt to OpenAI. Use a general workflow description and keep patient information out of it. Review the prompt before choosing Agree and generate; Sydnee doesn't check it for patient information.

The AI template builder makes an editable draft. Review it before saving or using it. It doesn't set assignees, collaborators, tags, roles, or dependencies for you.

Open Generate to write your own prompt, then choose Create to start the draft. The Examples menu offers ready-made workflows. Choosing an example starts generation using that example's prompt and task counts, rather than just filling the text box. In a Healthcare workspace, the AI review above appears before generation begins.

Review the generated sections and tasks, add your team, then save the template when it's ready.

Save collaborators in a template

A collaborator follows a task and gets updates based on their notification settings. The assignee is the person responsible for the task. Save both in your template so you don't need to add the same people each time.

Open Task Center → Templates and choose a template.
Open the task you want to edit.
Find Collaborators. Select No collaborators if the list is empty, or Add collaborator to add another person.
Choose a team member. Repeat for each person you want to add.
Select Save in the template editor.

For example, you can assign a discovery task to yourself and save two teammates as collaborators. They'll be added when you use the template, as long as they have access to the destination account, board, and section. Saving a collaborator doesn't grant that access.

The assignee is kept separate from the collaborator list. Saved collaborators are team members; clients aren't offered in this picker. When you save a board as a template, its team collaborators carry over too.

Edit several template tasks at once

Before using Delete tasks, check your selection. Deleting a task also removes its subtasks and any dependencies linked to the removed tasks. Cancel the deletion if you want to keep them.

Open a template in Task Center → Templates.
Select the checkbox beside each task you want to change. Use Select all tasks to select the whole template.
Use the bar at the bottom to choose Assignee, Collaborators, or Delete tasks.
Choose a person, update the collaborator choices, or confirm the deletion.
Select Save to keep your changes.

Assignee sets the same person on each selected task. Collaborators lets you add or remove a person across the selected tasks while keeping the other people already on each task. It skips tasks where that person is the assignee.

These edits affect the template and tasks you add from it in the future. Tasks already added to a board stay as they are. After a successful save, the checkboxes clear and the bottom bar closes. If saving fails, your selection stays so you can try again.

Understand template versions

Every successful save creates a new, fixed version and makes it current. The editor does not merge two people's unsaved changes field by field. The last completed save becomes current, while earlier saves stay in history.

Version History shows versions saved on or after August 17, 2026. Selecting an older version loads it as an unsaved draft. Select Save when you want that draft to become a new current version.

Changing a template never changes tasks that were already inserted. Those tasks are independent copies.

Insert a template into a board

Open the destination account task board.
Choose Insert a Task Template.
Search for and select an available template.
Review its insertion mode.
If it Adds tasks to one section, choose the destination section.
If it Keeps template sections, Sydnee adds those sections after the board's current work.
Select Insert Tasks.

Sydnee adds the template’s sections and tasks using the mode you chose. Tags carry over, and you become a collaborator on the new tasks. Saved team collaborators are added where they still have access. Adding them this way doesn't send an alert; later task updates follow their notification settings.

If a person or attachment could not be copied, review the warning and update the new tasks. Other copy failures can stop the insertion.

Make a task repeat

Open a normal task with a due date.
Open the due-date picker.
Select Set to repeat.
Choose Daily, Weekly, Biweekly, Monthly, or Yearly and complete the schedule choices.
Save the due date.

Complete the current task when that occurrence is done. Sydnee archives it and creates the next scheduled task. The next task keeps its title, description, assignee, collaborators, reminders, and repeat rule. If the repeat schedule or due date is not valid, the task does not complete.

Repeating work is not a list of future tasks created in advance. To stop it, open the current task's due date and choose Remove repeat before completing it.

What your client sees

Clients see inserted tasks only when the board, section, task, and parent-task access rules allow them. Clients do not see the template library or version history. Clients can complete an editable repeating task; that completion can create the next occurrence.

Fix a common problem

A template cannot be inserted: it may have no tasks or a saved template error that needs attention. Open it in Templates, fix the warning, and save a new version.

A person or file was skipped: the person may no longer be on your team or may lack access to the destination account, board, or section. Review their access, then add them to the new tasks if needed. A saved attachment may also be unavailable.

A collaborator shows as Unavailable team member: remove that saved person from the template and choose a current teammate, then save again.

The repeating task did not complete: confirm the task has a valid due date and repeat rule. Fix the due date or repeat settings, then complete the task again.