Default Task Template
[FROM SUPPORT]: Set a default task template that will automatically load when creating a new task. It would be nice to setup a default task template that you know all of your tasks are going to derive from, and have that auto load when you create a new task
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Default Task Template is shipped! You can find it in your left sidebar, when you go to List Settings > Templates
Merged in a post:
Default template(s) for new tasks
Set a default task template (or even let user select more than 1 template option) which will automatically load when creating a new task. Your competitors already have this great feature. And I've seen that it's been requested by over 240 voters, more than 1 year ago. Let's do it? Thanks!!
Should it be enable by default in my account? I don't see the feature, or i'm not sure if it just work with lists.
Jose Amair: The feature isn't release yet :)
Hey all, I would love your feedback on a simplified Default Task Template flow we created! These defaults can be applied to Lists.
Check out this Loom to see it in action and leave your feedback below:
- What do you like?
- What could be improved?
Sean Kilcullen: This is great. Simple, clean, and intuitive.
Sean Kilcullen: Love it. Simple and intuitive.
Sean Kilcullen: would this apply to tasks and docs or just tasks
Sean Kilcullen: Imagine we have one or more required custom fields. This way of setting a default template doesn't help, because you have to fill out all of those fields while creating the task.
I need "pre-filled" values, instead of "post-merged" a template.
Sean Kilcullen: OMG 💜 💜 💜 💜 💜 💜 this is going to be AMAZING and save so much time, especially for tasks templates with a lot of subtasks. Will we have the ability to remap dates for this when the template is set? As in, if we add a due date when we create the task (before we press enter or click Save), and then it applies the template, will we have remap subtasks pop up?
Sean Kilcullen: Love it!
Sean Kilcullen: looks good!
Sean Kilcullen: looks amazing. the biggest thing for our team is being able to remap subtask due dates based on the parent task due date. If that functionality is added that would be amazing
Sean Kilcullen: Thank you! Could you perhaps show, how this will interact or even better integrate with "Custom Task Types"?
I guess both should be solved together for a really good UX.
I sadly can't post a full link here, so I'll just leave the relative path of that feature request: /feature-requests/p/custom-item-types-instead-of-only-tasks
(could you perhaps allow internal canny link referencing here?!)
Sean Kilcullen: Looks amazing, though my expectation was a bit different - I'd also appreciate having these defaults on the user level (or alternatively if we could choose a default list per user - this could go amazingly well with the feature you developed).
If this user-level default could be applied to the web extension, the mobile app, to mobile shortcuts, and so forth, it would be amazing.
Sean Kilcullen: loom down.
Julian Pustkuchen: Yes this concept will work with Custom Task Types when those are launched in the future :)
Michael: Loom was doing some platform wide maintenance at that time. It was down for us too.
Gidi Kadosh: We have some template quick application improvements coming soon that will help your specific need to be able to pick the task template you want on a user-level!
Ben Killoy: Just task templates right now!
Sean Kilcullen: You're the best! 🤩
Sean Kilcullen: it's OK... basically just an automation that duplicates the template task, then merges it into the new task created. Which works... but it's not like updating the template task will then update all the tasks it's applied to. And then we have to have this template task laying around.
What really needs to happen is the Template Manager needs to essentially
be a task(I've described this before elsewhere in canny). When you open the template manager and open a task (Or List or Folder or Space) it should look
exactly likea Task, List, Folder, or Space. In other words, the Template Task "lives"
inthe Template Manager.
Gold Star for automatically updating the Spaces, Folders, Lists, and Tasks when their respective Templates are modified.
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We are building this right now! I will post a video of the flow for feedback once we have a prototype coded.
assumingthis will have a management portal for easily applying to various folders/lists etc?
Sean Kilcullen: another idea: when creating a new task, it would be nice if you could choose the template in the same step. Like instead of only having "New Task", it would be something like
"New Task - Template1"
"New Task - Template 2"
Same counts for the docs area. As of right now you need many clicks to apply a template
Lukas Moser: This "select the task template you want quickly" is coming right after!
Michael: Not in this first version. You will set and edit your single default Task Template from the List Settings dropdown. But that's great feedback for a follow on!
Sean Kilcullen: what is it with you guys and never making management dialogue interfaces for any new features LoL 🤔😂
We really do need defaults... Any news on when this feature might materialise?
Agreed here 100%. I want it to be 'Today' + 'Me' as default. 90% of the tasks I create are for that use case, and adjusting is just as fast as if there were nothing in there. There's really no reason to have it empty (or at least present option to have a default).
This would be life changing for me. I have terrible working memory and would like to have a task with standard subtasks. I haven't managed to find a way to do this through automations.
any news on where this is at? it would be fantastic to have automatic templated task adapted to different Folder or list...
looking to set my status categories and template as a default so I do not have to do this. The status cat I desire and created will not save