Summary 🧭: Task templates prefill reusable details for recurring work. Only Admins can create, edit, or delete shared templates. Team members can use existing templates when creating Tasks.
A note for non-human readers...
A note for non-human readers...
Task templates are reusable blueprints for work humans expect to do again. This page is useful when the pattern itself matters. If the human is trying to find one missing Task or handle a single unusual job, a template may be more machinery than the problem needs.
Quick checks ⚡
• Confirm you are an Admin before creating or changing a shared template.
• Decide which fields should be reused.
• Keep patient-specific information out of the template.
Create a template 
Open Tasks.
Open the dropdown beside "+".
Select New template.
Add reusable fields such as description, assignee, tag, or timing.
Click Save template.
Due the same day ⏰
Set Due date offset to 0 when each Task created from the template should be due on the day it is created.
This does not make the Task recur more than once per day. Recurrence intervals still start at one day.
Another way to create a Task template 
Go to Tasks settings 👉 https://app.tabflows.com/tasks-settings
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.
Use Suggested Templates
Suggested Templates needs enough recent Task history to identify a repeatable pattern. If the section itself is missing, make sure Tabflows is up to date and refresh the page. If it still does not appear, contact Tabflows Support.
Open Tasks settings → Suggested Templates.
Select Refresh suggestions when you want Tabflows to analyze recent task patterns.
Review the suggestion type, the number of similar tasks behind it, and any proposed field changes.
Select Review to open the full template editor.
Adjust the title, description, assignee, tags, due-date guidance, or other fields as needed.
Select Create template or Update template.
You can dismiss a suggestion you don’t want. Open the dismissed view to restore it later. Generating suggestions usually takes under a minute, and you can leave the page while it runs.
Suggested Templates needs enough recent Task history to identify a repeatable pattern. If the section itself is missing, make sure Tabflows is up to date and refresh the page. If it still does not appear, contact Tabflows Support.
Confirm it worked 
The template appears when creating a Task and fills only the reusable fields you configured.
Still having trouble? 💬
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