Summary 🧭: Task templates prefill reusable details for recurring work. Owners and Admins can manage templates; teammates can use them 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 your role can manage templates.
• 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.
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.
Confirm it worked 
The template appears when creating a Task and fills only the reusable fields you configured.
Still having trouble? 💬
Reach out to our Support team however works best for you:
Start a chat using the Support button at the bottom right of the sidebar (side tabs)
Email us at [email protected]