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Comments22

  • Jack S.

    •

    Dec 9, 2022

    👍

    Ability to choose a 📋Template when creating a new Task List

    There are no Default Sections and you have to create a new Tasks List every time.

    A Template would simplify the creation of new Lists.

    • Alan Moreira

      •

      Dec 31, 2022

      Jack S.:

      Also Task Templates (with sub-tasks)! <3

    • Lynyetta Willlis

      •

      Jan 15, 2023

      Jack S.: yes! Link in Trello, I can create a card (task in Upbase) and click a checkbox that makes that task card a "Template". Then I can just copy the template and all it's components whenever I need it. I have cards with lengthy monthly checklists… needing to recreate the checklist every month is not efficient. Tony Pham

  • Sherri-Lee Mathers

    •

    Aug 8, 2023

    Tony Pham When creating templates I'd like to have the ability to

    1. TARGET when a list/folder/section is then templated to: ie) where I want the template to save ie) if I wanted to use the template in a specific folder/list/section

    2. The ability to take any task (section of tasks), docs (folder of docs), links and be able to turn an entire grouping into a template at one time instead of individually.

    • For example I have already created a Folder called templates, a LIST called Master List, with tasks grouped to sections etc. I'd like to convert the entire listing into a template.
  • Damien Elsing

    •

    Feb 8, 2023

    I would also love this feature. Ability to add a task from a template, complete with sub tasks so that we don't need to recreate all the sub tasks every time.

  • Tony Pham changed status to In Progress
    Team•

    Aug 8, 2023

    • Jack S.

      •

      Aug 8, 2023

      👍

  • Tony Pham changed status to Planned
    Team•

    Dec 7, 2022

    • Qrs Internet

      •

      Apr 30, 2023

      Tony Pham: Adding task template using webhooks, API, on incoming events. Also be able to import data from api/webhooks into the template when it is added would be great.

  • Jack S.

    •

    Mar 10, 2023

    Tony Pham

    Ready-to-use templates would be a good complement.

    https://upbase.canny.io/feature-requests/p/templates-center

  • Courtney V.

    •

    Dec 4, 2024

    Hi! Just curious if there's any update on this :)

  • Chaz Nahas

    •

    Aug 8, 2023

    woop woop!

  • Sarita Parks

    •

    Aug 8, 2023

    What?!?!? YES 🙌