Manage Task Templates
Use the task template routes when a repeatable task shape should be captured as reusable configuration.
Task templates are reusable configuration assets, not one-off tasks for a single workflow.
- Open the template index.
- Start a new template.
- Return to task creation with reusable defaults.
Where this happens
Do the work
- 1. Open the task template index to review what already exists.
- 2. Use the new-template route when the desired template does not exist yet.
- 3. Open the template detail route when the template already exists and needs maintenance.
- 4. Return to task creation flows once the template is ready for use.
Keep Going in Settings and Configuration
Stay in the same interface and move to the next closest task in this topic when needed.
Update Your Profile Settings
Use the profile settings page for personal account-level changes that belong to you rather than the whole workspace.
Update Your Preferences
Use preferences for appearance or personal UX settings that change how the product feels, not what the workspace stores globally.
Update Workspace Settings
Use the workspace settings page for workspace-wide metadata and identity changes.
Manage Workspace Members
Use the member administration route for invitations and access changes rather than the read-only member directory.
Manage Teams from Settings
Use the team administration routes when the goal is to create or maintain team structure rather than simply browse teams.
Manage Task Labels
Use the task label settings route when the shared task vocabulary itself needs to change.
Manage Project Labels
Use the project label settings route when the shared project label catalog needs a workspace-wide change.
Manage Project Templates
Use the project template routes when a repeatable project structure should become reusable configuration.
Nearby Guides
These guides stay close to the current workflow so you can keep moving without restarting discovery.
Create a Task
Create a task with the right title, ownership, and optional planning context from the start.
Manage Project Templates
Use the project template routes when a repeatable project structure should become reusable configuration.