Back to Help Center

How to apply a ready task list to a project

Permission: Owner, Manager, or Team Member

Instead of typing tasks by hand, pick a ready list when creating a new task list — and all its tasks are created inside your project at once.

  1. Open the project you want to work in.
  2. Click the “+ New Task List” button.
  3. In the dialog, pick “Use a ready list” instead of “Start from scratch”.
  4. Choose the ready list from your company templates.
  5. Review the preview of the list's tasks before creating.
  6. Click “Create” — the task list and all its tasks are created inside the project.

Note: After applying, you can edit the tasks as usual: assign an owner, set a deadline, and add notes to each task. The created list is fully independent of the template, so editing it doesn't affect the template.

Tip: Applying ready lists is available to any member who can create a task list — no manager role needed. If you don't see any ready lists, ask your company manager to create one.