TL;DR: Share a template to the Taskade Template Gallery or privately with a link. Templates carry structure, sample content, custom fields, and default view, but never the data of existing projects using them.
How a project becomes a reusable template, then reaches your team or the world.
Overview
Starting a project from scratch can be a time-consuming chore. Taskade lets you convert projects into custom templates you can share with anyone. Shared templates let your team or clients create new projects from a proven structure in just one click.
A template copies the shape of a project, never the live data of projects already built from it:
| ✅ Carried into new projects | ❌ Never carried over |
|---|---|
| Structure and headings | Data in existing projects using the template |
| Sample content and checklists | Comments and chat history |
| Custom fields and default view | Assignees and due dates from live work |
Note: Visit Create & Use Templates for detailed instructions.
Share Templates
- Create a new project inside a workspace or folder.
- Click ··· in the top-right corner ➡ 📋 Copy template.
- Choose a shared workspace/folder.
The template will be available to all members of the destination workspace. Anyone with access can create a new project from the template.
Publish a Template
Do you want to share your templates with clients or publish them on your website? You can generate a Viewer link or an embed code and show your template to the world.
👀 Viewer Link
- Go to the Templates tab (click ˅ next to the name of a workspace/folder).
- Click Share in the top-right corner of a template.
- Select Invite to project and choose the 🤓 Viewer permission.
- Click Copy link and send the link to a friend, client, or team member.
📥 Embed Code
- Go to the Templates tab (click ˅ next to the name of a workspace/folder).
- Click Share in the top-right corner of a project or template.
- Go to the Embed tab ➡ Copy embed code.
- Embed the HTML code on your website or blog.
Tips
- Use Schedule Templates to automatically create new projects from a template on a recurring basis.
- Set the permission to Viewer when sharing externally so recipients can see the template but not modify the original.
- Embed templates on onboarding pages or wikis so new team members can spin up standardized projects instantly.
- Browse the Template Gallery for ready-made templates you can customize and reshare.