Mainflow allows you to create task templates from either an existing task or by setting up a new template directly from the board stage. This guide will walk you through both methods.
Creating Template from Task #
Navigate to the task you want to use as a template. Open the task card and click on the Make Template button.
Your Template task has been created now if you want to modify the Task Template click on the Create Task From Template button.
A pop-up will appear where you can change the task title. You can also retain the Labels and Assignees with the task if desired. Also, you can select a stage of the board if you want to add this template task from the dropdown list.
Then, simply click on the Create Task button to make a new template task.
Task Template from Stage #
To create a new task template, go to your boards and locate the Template icon button next to the Add Task button. From here, you can select an existing task template for this particular board stage or create a new one.
To create a New Task Template click on the Create a New Template button in the pop-up.
After clicking the button, a New Task pop-up will appear, allowing you to create and customize a template task. This template task will be automatically added to the selected stage and saved for future use.
That’s all you need to know about creating and using task templates in mainflow. If you have any further questions, feel free to contact us.