TL;DR: Schedule a template to auto-create a fresh project on a recurring cadence — daily standups, weekly reviews, monthly reports. The new project is pre-filled from your template and lands in the right folder every time. Pair with recurring tasks for full cadence automation.
Overview
Scheduled templates offer a convenient way to create recurring projects based on pre-defined templates. You can schedule a template for one-time creation on a specific date and time or to have it recur at regular intervals (e.g., every day at 8:00 AM). This is ideal for teams that run the same workflow on a weekly, biweekly, or monthly basis.
💡 Note: Visit Create & Use Templates to learn more.
Schedule a Template
- Open a workspace or folder.
- Navigate to the Templates tab at the top.
- Click the 🗓️ Schedule button underneath the template you want to schedule.
- Choose the frequency and time.
- Click Schedule to create a recurring project.
When to Schedule Templates
- Time-saving: Instead of setting up repeating projects from scratch, you can automate project creation and dedicate more time to achieving project goals.
- Consistency: Scheduled templates allow you to standardize the way you approach recurring projects and reduce the risk of errors and inconsistencies.
- Improved planning: Using recurring projects allows you to plan ahead, set the stage for your team, and allocate resources more efficiently.
Tips
- Schedule weekly stand-up or sprint planning templates so a fresh project is ready every Monday morning.
- Combine scheduled templates with task assignments inside the template so team members are automatically assigned when the project is created.
- You can edit or cancel a schedule at any time from the Templates tab by clicking the schedule icon next to the template.
- For more advanced recurring workflows, explore Automations to trigger actions automatically when a scheduled project is created.
- Review your active schedules periodically to remove or adjust templates that are no longer needed, keeping your workspace clutter-free.