Help Center

Task Templates

Page referenced in this article: Task templates page.

Task templates save time by predefining task details for work you do repeatedly. Instead of filling in the same fields every time, you can create a reusable template and apply it when creating a new task.

What Task Templates Are Used For

Task templates are helpful for repeatable work such as:

• Client follow-ups
• Onboarding steps
• Review reminders
• Internal requests
• Standard operations tasks

When you use a task template, LeadCenter fills in the saved task details automatically. You can still review and change those details before saving the new task.

What a Task Template Can Include

A task template can store the following task details:

• Task name
• Owner or Team
• Additional assignees
• Due date offset
• Due time
• Status
• Task category
• Template category
• Notes

Note: Task templates do not include a priority field.

Tip: Categories are shared across tasks, workflows, email templates, and text templates. You can manage categories here.

Creating a Task Template

1. Go to the Task templates page.
2. Click + New Template.
3. Enter the template details:
   • Task Name — the title of the task
   • Owner — the user who should own the task by default
   • Due Date — how far from the task creation date the due date should be set
   • Due Time — the time the task should be due
   • Status — for example, Not Started, Under Progress, Completed, or Cancelled
   • Category — the category that should be applied automatically
   • Notes — any default instructions or context
4. Click Save.

How Due Date Offsets Work

Task templates do not usually store a fixed calendar date. Instead, they store a relative due date based on when the task is created.

For example, you can set a template so the task is due:

• in 3 days
• in 2 weeks
• in 5 weekdays
• in 1 month

This makes the template reusable because the due date adjusts automatically each time you create a task from it.

Managing Task Templates

Task templates can be managed directly from the task template list. Use the three-dot menu next to a template to:

• Edit — update the template details
• Copy — duplicate the template to create a similar version faster
• Delete — remove the template if it is no longer needed

Tip: Editing a task template does not affect tasks that were already created from that template.

Using Task Templates

1. Create a new task from the Tasks page or from another place in LeadCenter where task creation is available.
2. Select a Task Template from the template dropdown.
3. The saved template details will automatically populate the task fields.
4. Review the task and make any changes you want.
5. Click Save.

Using a template speeds up task creation while still allowing you to customize the final task before saving it.

Using Task Templates in Workflows

Task templates can also be used in workflows. When setting up a workflow action that creates a task, you can select a task template so the workflow starts with predefined task details.

After selecting the template, you can still override fields in the workflow if needed.

Best Practices

• Create templates only for tasks you use repeatedly.
• Use clear template names so your team can easily choose the right one.
• Add helpful default notes if the task usually needs the same instructions.
• Review templates regularly and update them when your process changes.
• Use Copy when creating a similar template instead of starting from scratch.

Frequently Asked Questions

What happens if I edit a task template?

Changes apply only to tasks created from that template in the future. Tasks already created from the template are not changed.

Can I use a task template and still change the task before saving?

Yes. The template fills in the starting values, but you can edit any task field before you save the new task.

Can I duplicate a task template?

Yes. Use the three-dot menu next to the template and select Copy.

Can task templates be used in workflows?

Yes. You can select a task template when configuring a workflow action that creates a task.

Can I set a due date relative to when the task is created?

Yes. Task templates support relative due dates, such as days, weeks, weekdays, or months from the creation date.

Need Assistance?

If you need help creating or managing task templates, contact support@leadcenter.ai.