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How to create a ready task list (template) for your team

Permission: Owner or Manager

Save your recurring task lists once from Company Settings, or turn an existing task list into a template in one click, to reuse on any project.

A ready task list is a company-level template you later apply to create a new task list, with all its tasks, in any project. There are two ways to create one.

Method 1: from Company Settings

  1. Open “Company Settings”, then the “Ready Task Lists” section.
  2. Click the “New Ready List” button.
  3. Type the list name، for example: “New Employee Onboarding”.
  4. Add the list's tasks one by one.
  5. Reorder the tasks by drag-and-drop until they're in the order you want.
  6. Click “Save”.

Tip: To edit a ready list later, just click it in the “Ready Task Lists” section, it opens for editing immediately, with no extra screens.

Method 2: save an existing task list as a template

  1. Open the project, then the task list whose structure you liked.
  2. From the task list options, pick “Save as ready list”.
  3. Confirm the name, then save, the list is added to your company templates, ready to reuse.

Note: On the Free plan you can create up to 3 ready lists. For unlimited lists, upgrade to Pro. Managing ready lists (create, edit, delete) is available to managers and company owners.