AI TemplatesCategories

Browse AI Template Categories

Browse the Taskade template library across 87 categories, from projects and checklists to docs, SOPs, and team workflows. Open a category to preview its templates, then copy one into your workspace and start from a working structure instead of a blank page.

Knowledge Base

Free knowledge base templates with an AI search agent that answers questions using only your KB content — no hallucination, no outside information. Ea...

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Creative Brief

Free creative brief templates with an AI agent that drafts a complete brief from a 30-second description — audience, asset, tone, and channels filled ...

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Goal Setting

Free goal setting templates with AI agents that draft weekly check-ins, automations that pull metrics from your tools, and a living workspace where ev...

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Executive Summary

Free executive summary templates with AI agents that draft the summary from project memory in 30 seconds, automations that pull live metrics from Stri...

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Gap Analysis

Free gap analysis templates with AI agents that read current state from your tools (Salesforce, GitHub, ServiceNow, Workday) and compare to your defin...

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Booking System

Ready-to-use booking and appointment scheduling templates for businesses, clinics, salons, consultants, and service providers. Each template includes ...

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Event Management

Free event management templates with built-in AI agents that build registration pages, send reminders, and track attendance. Each template ships with ...

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Portfolio Tracker

Free portfolio tracker templates for investments, expenses, budgets, and revenue operations. Each template ships with pre-built project structures, AI...

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Customer Onboarding Portals

Customer onboarding portal templates with guided setup flows, AI agents, and automated check-ins that reduce time-to-value for SaaS and service busine...

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Client Portal

Ready-to-clone client portal templates that give every client one branded link to project status, files, approvals, and updates. Each portal ships wit...

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Agency Operations

Templates that run the back office of a client-services business: proposals, onboarding, retainers, capacity, and campaign delivery. Each one clones w...

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Finance Tracking

Living finance trackers you clone and use the same day — expenses, budgets, invoices, and cash flow that total, categorize, and stay shareable, instea...

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