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How to Apply Task Templates

Any member of a Stream can use an existing task template.  

  1. Start by adding a task. 

  1. Click the Templates drop-down menu in the bottom-left corner of the new task. You will see recently created templates to chose from. To see a full list of templates, click More TemplatesSelect the template that you would like to apply to the task. 

  1. Select which items to apply from the template and click Apply

  1. Once the template is applied, update any fields, if necessary, and click the green Create Task button. 
Updated on December 30, 2025

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