Within Teamwork, you can save task lists as templates to use again later for new task lists.
In the Table or List area of your project, click the three dots to the right of the relevant task list name and select the Advanced option in the dropdown menu. Hover over Templates and select Save as Template.
Note: Only users with the manage templates permission can use the Save as Template option.
When saving a template, you can:
- Set a template name
- Add a description
- Make the template private to your owner
- Include tasks that have already been
Note: If you are using project-specific tags or 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. These features are available on the per-user Premium/Grow plans and above.
For more information, see: Using Task List Templates