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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.