Use task templates and repeating tasks

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.

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 the new-template action.
Name the template.
Add sections, tasks, and subtasks.
Add supported details such as relative dates, assignees, 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.

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

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 copies the supported template structure into the board. It maps tags, adds the inserting team member as a collaborator, and creates normal activity records. Missing assignees or unavailable older attachments can be skipped with a warning. 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 supported details, including 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 not belong to the destination account, or the saved attachment may no longer be available.

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.