Task templates help standardize recurring work by allowing you to save a predefined task configuration. Templates can include details such as the task name, description, tags, and assignees, making it faster to create consistent tasks.
How do Task templates work?
A Task template is a pre-filled task you can reuse. Templates can include details like:
Task description
Default assignee (person or group)
Tag
Due date offset (for example, “due in 2 days”)
When you use a template, Tabflows creates a new task with those fields already filled in, and you can still edit anything before saving.
Create your Task templates
Templates save you time on recurring workflows by pre-filling the details your team uses every day - description, assignee, tag, and more.
Who can create and edit Task templates
Only users with the Owner or Admin role in your clinic’s Tabflows account can create, edit, or delete Task templates. Once a template is created, any team member can use it when creating tasks.
How to create a Task template
Open Tasks in your Tabflows sidebar or side tabs
Click the dropdown icon on the left next to the “+” icon
Click New template
Fill in the fields you want pre-set (description, assigned to, tag, due date offset, etc.)
Click Save template. Your template will appear in the templates list
Another way to create a Task template
Click Templates
Click New Template on the right
Fill in the fields you want pre-set (description, assigned to, tag, due date offset, etc.)
Click Save template. Your template will appear in the templates list
Where do saved Task templates live
You can access your clinic’s templates in two places:
In Tasks (open Tasks and look for the Templates panel)
In the web settings page: https://app.tabflows.com/tasks-settings → Templates
