Within Teamwork, you can save task lists as templates to use again later for new task lists.

In the Tasks area of your project, hover over the task list name and click the three dots on the right.  In the dropdown menu, hover over the Templates option then select Save as Template.

Note: Only users with the manage templates permission can use the Save as Template option.

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When saving a template, you can:

  • Set a template name
  • Add a description
  • Make the template private to your owner company only
  • Include tasks that have already been completed

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Note: If you are using custom fields on tasks, any custom field values currently applied to the tasks in the task list will automatically be saved to the template tasks. Custom fields are available on the per-user Premium plan and above.

For more information, see: Using Task List Templates