I’d like to create templates for tasks. For example, certain household tasks need to occur every Thursday in the evening. Can I create a template called “QThursdayPM” and then use it like this to mass create tasks: “Clean Fridge”, based on “QThursdayPM”? Or even create multiple tasks with the same template: “‘Clean Fridge’, ‘Buy Toilet Paper’, ‘Meal Plan’”, based on “QThursdayPM”?
Right now that’s not possible. We have something in the backlog for templates though.
Why not just make a separate list with all these tasks recurring?
Because I have an task that is not recurring in an regular time frame, and sometime i need the same task multiple times a month and sometimes only once a year.
It would be nice if a user could save a template for each project.
Suppose you have four family users (A B C D, each has a project (A B C D)
Most of the time, entries in Project A concern user A.
Template for project A:
- Assign user A
- due date Tomorrow (He usually has appointments that need to be completed the next day)
- color blue (and his favorite color for tasks is blue.)
- reminder one hour before (and he would like to be reminded 1 hour before the appointment.)
In this way, a new entry can be completely created with one action, which would otherwise require 13 actions or more.
Assign = 3 actions/clicks
Due Date = 4 actions/clicks
Color = 3 actions/clicks
Reminder = 3 actions/clicks
Even if the appointment isn’t tomorrow, it can easily be changed.
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Just a note, this can be nicely handled with webhooks and best with the n8n integration - we have flows for exactly such defaults, but they provide a lot more flexibility (such as assigning the task creator by default)
+1 to this. Currently I use an empty project as a template, but this is not useful for filters