Definition: A project template in Taskade is a reusable starting point for new projects. It holds the tasks, headings, and structure a project needs, so a client onboarding or a weekly report starts the same way every time instead of from a blank page.
TL;DR: Taskade has three template sources: Project Templates (a ready prompt that builds a project with AI), custom templates on the Templates tab of a workspace or folder, and the public Template Gallery. Use and create templates on every plan, including Free. Scheduling a template to repeat needs a paid plan. Build one free →
A template is a blueprint. You do the design work once, and every later project inherits it. That is why teams keep one template for each repeat process: onboarding, a weekly report, a launch checklist.
What are Project Templates?
Templates carry the shape of a project, not the live data of projects already built from it. Structure, headings, sample content, custom fields, and the default view carry into new projects. Existing project data, comments, chat history, and live assignees do not. Sources: Create, Use, and Schedule Templates and Share a Template.
Project Templates in Taskade
| Kind | Where you find it | What you get |
|---|---|---|
| Project Templates | Create project (+), then Use Template | A ready prompt. Taskade builds a new project from it with AI. |
| Custom templates | The Templates tab of a workspace or folder | A copy of your own project with its tasks and structure |
| Template Gallery | Templates tab, Browse, or the public gallery | Public templates from Taskade and the community |
Everyone in the workspace or folder can use its templates. The Owner and Editor roles can create, edit, and schedule them, and the Owner can delete them.
How to Create a Template
- Open a workspace or folder and click the Templates tab.
- Click Create a template and add the tasks, headings, and structure.
- Or turn an existing project into a template: open it, click More, then Add to Templates, and pick a destination. The original project stays as it is.
- To change a template later, click Edit Template on its card.
- To start a project, click Use Template on the card.
Worked Example: A Monday Client Report
An agency builds one template called "Weekly Client Report".
- It holds a Paragraph block for the summary, a Check block for open items, and a custom field for status.
- On the template card, the manager opens Schedule Template, sets Every to 1 week, picks Monday, and sets the time to 9:00.
- Every Monday a fresh project appears, pre-filled, in the right folder.
- The team fills it in, and the template never changes.
Scheduling needs a paid plan. See Schedule Templates. For the block types inside the template, see Blocks.
Common Mistakes
- Looking for your own templates under Use Template. That dialog shows Project Templates only. Open the Templates tab instead.
- Expecting a template to copy live data. It copies structure only.
- Expecting a one-time schedule. A schedule repeats every day or week. Use Use Template for a single project.
Connection to Taskade
Templates are Memory in Workspace DNA: a stored structure your team reuses. You can ask Taskade EVE to draft a project, then turn it into a template. To share a template outside your workspace, create a Viewer link or embed code from the Templates tab.
What You Would Build in Taskade
Describe the process you repeat, such as "a client onboarding checklist with a kickoff agenda and a 30-day plan". Taskade EVE builds the first draft, and you save it as your team's template. Describe yours and build it free →
Related Concepts
- Templates: the wider template library idea
- Project Templates Guide: a step-by-step companion
- Blocks: the sections a template holds
- Projects: what a template creates
- Folders: where templates live
- Template Gallery (Learn Taskade): browse public templates
Frequently Asked Questions About Project Templates
What is a project template in Taskade?
A reusable starting point for new projects. It holds tasks, headings, and structure, so each new project starts the same way.
Are templates free on Taskade?
Using and creating templates works on every plan, Free included. Scheduling a template to create projects on a timetable needs a paid plan.
How do I turn an existing project into a template?
Open the project, click More, choose Add to Templates, and pick a workspace or folder. Taskade makes a copy, and the project stays as it is.
Can I schedule a template to create projects automatically?
Yes, on a paid plan. Open the Templates tab, click the schedule pill, set Every to a number of days or weeks, pick the time, and click Schedule.
Do templates copy the data from existing projects?
No. Templates carry structure, sample content, custom fields, and the default view. They never carry the data of projects already built from them.
Who can create or delete templates?
Owner and Editor roles can create, edit, and schedule templates. The Owner can delete them. Everyone in the workspace or folder can use them.
How do I share a template with someone outside my team?
Open the Templates tab, click Share, choose the Viewer permission, and copy the link. You can also copy an embed code from the Embed tab.
Can I use templates on my phone?
Yes. The Taskade app for iOS and Android can create and use templates. Open a workspace or folder, tap the create button, and pick Create a Template or Browse templates.