Apply a task template from the Create Task window to quickly set up standardized work. This guide covers both non-recurring templates and recurring templates that using the recurrence scheduler.
Heads up!
The new task recurrence scheduler is in beta. To turn it on, go to Profile icon > Settings > Experimental Features, then toggle on Task Recurrence Scheduler.
If you’re using the legacy scheduler, view this article!
Value to your firm
Save setup time and keep task settings consistent across clients.
Use recurring templates to predefine creation/due rules so future instances generate on schedule with minimal effort.
Table of Contents
Apply a Non-Recurring Task Template
Click the + in the global navigation → Create Task.
In the Create Task modal, click Template.
Search and select your task template → Apply.
Complete editable fields (if not autofilled with template):
Client, Resolution Case (optional)
Assignees / Roles (if enabled for your plan)
Budgeted hours, Priority, Description
Dates (Fixed, Relative, Custom as needed)
Choose Create and Manage (open workspace) or Create and Close (save and return).
Note: Non-recurring templates behave like legacy templates—after applying, the task is fully editable before you create it.
Apply a Recurring Task Template (New Scheduler)
A recurring task template applies a prebuilt recurrence blueprint. It looks a little different in the Create Task modal and in the workspace.
Create Task → click Template → select a recurring template → Apply.
You’ll see a Linked Task Template banner at the top of the task, showing the template name and a chain icon.
While the task is linked to the template in the Create Task modal:
Most fields inherit from the template and are locked.
You can typically still set Client, Priority, and Tax Year.
Click the template name to open it in a new tab for review/edits (then save and reapply—see Section 4).
Choose Create and Manage to open the workspace (recommended for recurring tasks).
💡 Example: Use a “Monthly Bookkeeping” recurring template with rules like Create 7 days before month-end; Due on Last day so each month’s task appears on time with the right due date.
Manage Recurrences from the Task Workspace
After you click Create and Manage:
In the upper-right of the workspace, click the recurrence frequency (e.g., Monthly) to view a summary of the schedule and select Manage recurrences.
Manage recurrences opens a blueprint view (mirrors the template’s recurrence builder) and shows:
A link to the template and the chain icon to unlink.
The full Create / Due / Repeats-until rules defined by the template.
If you click the template link here, the template opens with a banner such as:
“Recurring Tasks are using this template. Updates here will apply to future task creations for [X] linked tasks.”
Edit and Save the template; future instances will use the new settings (the current task remains unchanged—you can edit it manually if needed).
End a series: In the blueprint’s ⋮ menu (upper-right), select End recurrence series. Back in Manage recurrences, you’ll see a notice that a team member canceled future recurrences.
Linked Template Behavior (edit, reapply, unlink)
Edit & Reapply (while still linked)
From the Create Task modal or the workspace blueprint, click the template name, make edits, then Save.
Return to the task and reapply the template (Create Task modal → Template → select the same template) to pull changes into the current in-progress task.
Future recurring tasks will automatically reflect template changes.
Unlinking
Click the chain icon next to Linked Task Template.
You’ll see a warning: once unlinked, this task/series cannot be re-linked to that template.
After unlinking:
The task keeps the template’s settings as a starting point but becomes fully editable.
The recurrence now has its own independent blueprint (changes affect only this task’s series).
Template updates no longer affect this task’s future instances.
Troubleshooting
Template edits didn’t change my current task.
Expected. Template updates apply to future instances. To refresh the current task, reapply the template before creating, or adjust the task/workspace settings manually.I don’t see the Linked Task Template banner.
Confirm you applied a recurring template (not a non-recurring one).I unlinked and want to re-link.
Re-linking isn’t supported. You can still apply the original template to a new task.Series won’t regenerate.
In the workspace blueprint, verify Create/Due rules, weekday/weekend options, and that prior instances are marked Complete when using “Upon completion” patterns.
Summary
Use non-recurring templates when you want full edit control at creation time.
Use recurring templates to apply a reusable recurrence blueprint—manage details from the task workspace, keep the series linked for future updates, or unlink when this task needs to diverge.
Need Help?
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