Task templates
Alex Cunningham
Merged in a post:
Template
Katie Rosa
It would be awesome to have some form of template creation available. For example I travel alot and frequently create a trip with subtasks. It would be helpful if I could have all of these subtasks saved so that when I create a new trip they can just appear. Or a copy and paste feature for subtasks could work as well.
Thanks! Lovin' Sunsama!
Alex Cunningham
Hey Katie Rosa, I'll merge this into a related thread, but check out this page for a workaround solution: https://help.sunsama.com/docs/pro-tips/tutorials/backlog/#creating-template-tasks-in-your-backlog
Daniel Meischl
i miss this many times ;(
Rafael Murr
I would love this too! Many of my tasks are not really repetitive, but they still follow a very similar structure. E.g. working through an academic paper is the same schematic process about every time, with the same time expectation, according subtasks and so on. It would save me a lot of effort to be able to just create a new task from the category "academic paper", that already follows these criteria
Michael Styer
Alex Cunningham 🥺🥺🥺🥺🥺🥺�
Holyk, Carla
This would be great! I have a set of subtasks for every new hire I have to onboard. Would love to have a template called New Hire Onboarding with all the subtasks already included and I can just create the task and add the new employee's name.
Anant M
would absolutely love this. have a lot of repetitive tasks that may be great (personal and for work)
Eric M
Yes, it's sometimes very helpful. For example, when I have to take a job interview of a new hire candidate, the life would be easier if I can just open the Templates pane from the right bar (in the same way as Backlog), find a job interview task template, right-click it and select "Copy to task" or drag-and-drop it onto a task column, and I can get a new job interview task on my day.
..but I just noticed the "Copy to task" context menu on Backlog items might be able to do the same role. 🤔
Lars-Erik Mickos
Would love to have a working similar like goals tab but that live eternally. Just could drag into the task list and get a copy of the template, including metadata, channel and subtasks.
Kelly Eidson
I'd love this - it'd help a lot with things where details are important & steps are 100% predictable but easily forgotten because it's something I don't do that often.
Examples: setting up OOO, submitting expenses, monthly doctor's visits that require follow-up, etc.
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