Import Tasks from a Template

if you find yourself recreating the same list of tasks over and over—like for month end closing, client onboarding, or internal review workflows—you don’t need to start from scratch every time that’s exactly what task templates are for think of a task template as a ready to go tasklist you can drop into any project in just a few clicks it’s fast, consistent, and helps your team stay aligned without redoing work how it works when you create a project—say, a month end close or a cleanup project —you usually choose a project type if you’ve already created a project template based on the same type, you can import the corresponding tasks directly into your new project here’s how to do it open the project where you want to add tasks click the three dot menu (•••) in the top right corner select “import tasks from template ” choose a template from the list (only those matching the current project type will be shown) review the tasks included in the template uncheck any tasks you don’t want to import click “import”—and you're done! 📝 note if your template includes review points or gl recs, only those compatible with the connected accounting software (like quickbooks) will be added any incompatible items will be skipped automatically