Task Templates Both

Task templates allow you to save standard checklists and multi-step workflows for recurring processes, such as travel packing, project launches, onboarding, or deep cleaning.

Creating Templates

Open Templates from the sidebar (or Browse → Templates on Android). When creating a template, you can define:

• Title & Notes: Instructions or context for the workflow.
• Subtask Checklists: Structured sub-items that will be created automatically.
• Pre-assigned Tags & Project: Default project destination and context labels.
• Priority: Default urgency level.

Instantiating a Template

To create a new task from a template:

1. Open the Templates catalog or click Use Template from the capture bar.
2. Select your desired template and choose a target start/due date.
3. Tap Create Task. TapTidy generates the task with all pre-configured subtasks, notes, and tags in place.