Templates



Creating Templates can be a really quick way to duplicate Task Boards which require the same actions to be taken – but in a different context – on a regular basis.

For example, if you’re organising an event you may have one Category named ‘Budget’, another called ‘Transport’ and one more named ‘Guest List’. Within each of these Categories are respective Tasks that need to be carried out each and every time you have an event to organise. So, after attaching files, updating progress and managing the overall Task Board, the next time a different event comes up you have to re-create those same Categories and Tasks for another task board. With Templates, you have a quick and easy solution to re-create task boards that can be used time and time again, without any of the interchangeable details and specifics like status, notes and attachments.

Creating a new Template

To access your template that you have previously created on the WEB version of DropTask, available here.

Using saved Templates

You can create new task boards from existing Templates that you have saved. Simply select your template from the drop-down menu within the CREATE NEW TASK BOARD pop-up.



The ability to create new Templates on your Android application is a feature coming soon.



Please note: Access to this feature is subject to the plan that you’re on. For more information, please get in contact at support@droptask.com.