{"id":142654,"date":"2026-08-16T13:40:49","date_gmt":"2026-08-16T13:40:49","guid":{"rendered":"https:\/\/docs.daftra.com\/user_manual\/%d9%83%d9%8a%d9%81%d9%8a%d8%a9-%d8%a5%d9%86%d8%b4%d8%a7%d8%a1-%d9%82%d8%a7%d9%84%d8%a8-%d9%85%d9%87%d8%a7%d9%85-%d9%84%d8%a7%d8%b3%d8%aa%d8%ae%d8%af%d8%a7%d9%85%d9%87-%d9%81%d9%8a-%d9%85%d8%b3%d8%a7\/"},"modified":"2026-08-17T07:26:28","modified_gmt":"2026-08-17T07:26:28","slug":"how-to-create-a-task-template-for-use-in-task-flows","status":"publish","type":"user_manual","link":"https:\/\/docs.daftra.com\/en\/user_manual\/how-to-create-a-task-template-for-use-in-task-flows\/","title":{"rendered":"How to Create a Task Template for Use in Task Flows"},"content":{"rendered":"<section class=\"wpb-content-wrapper\"><p>[vc_row][vc_column][vc_column_text]<\/p>\n<p style=\"text-align: left;\">The system allows you to create a ready-made <strong data-start=\"154\" data-end=\"171\">Task Template<\/strong> containing a predefined set of tasks that can later be used when adding Task Flows for employees, without having to manually enter the same tasks each time.<\/p>\n<p>[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_custom_heading text=&#8221;Steps to Create a Task Template for Use in Task Flows&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1786949219880{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]<\/p>\n<p style=\"text-align: left;\"><strong data-start=\"333\" data-end=\"365\">Step 1: Go to Task Templates<\/strong><\/p>\n<p data-start=\"367\" data-end=\"469\">From the main menu, click <strong data-start=\"393\" data-end=\"412\">Task Management<\/strong>, then select <strong data-start=\"426\" data-end=\"438\">Settings<\/strong>, and click <strong data-start=\"450\" data-end=\"468\">Task Templates<\/strong>.<\/p>\n<p style=\"text-align: right;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-142660\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/08\/1-e-1.png\" alt=\"\" width=\"1920\" height=\"862\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/08\/1-e-1.png 1920w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/08\/1-e-1-300x135.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/08\/1-e-1-1024x460.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/08\/1-e-1-768x345.png 768w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/08\/1-e-1-1536x690.png 1536w\" sizes=\"auto, (max-width: 1920px) 100vw, 1920px\" \/><\/p>\n<p>[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]<\/p>\n<p class=\"PDq2pG_selectionAnchorContainer\" data-start=\"473\" data-end=\"513\"><strong data-start=\"473\" data-end=\"513\">Step 2: Open the Add Template Screen<\/strong><\/p>\n<p data-start=\"515\" data-end=\"549\">Click the <strong data-start=\"525\" data-end=\"541\">Add Template<\/strong> button.<\/p>\n<p style=\"text-align: right;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-142663\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/08\/2-e-1.png\" alt=\"\" width=\"1920\" height=\"868\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/08\/2-e-1.png 1920w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/08\/2-e-1-300x136.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/08\/2-e-1-1024x463.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/08\/2-e-1-768x347.png 768w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/08\/2-e-1-1536x694.png 1536w\" sizes=\"auto, (max-width: 1920px) 100vw, 1920px\" \/><\/p>\n<p>[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]<\/p>\n<p class=\"PDq2pG_selectionAnchorContainer\" data-start=\"553\" data-end=\"596\"><strong data-start=\"553\" data-end=\"596\">Step 3: Enter Task Template Information<\/strong><\/p>\n<p data-start=\"598\" data-end=\"668\">In the Task Template Information section, enter the following details:<\/p>\n<ul data-start=\"670\" data-end=\"938\">\n<li data-section-id=\"15yj1n7\" data-start=\"670\" data-end=\"720\"><strong data-start=\"672\" data-end=\"681\">Title<\/strong>: Enter a unique name for the template.<\/li>\n<li data-section-id=\"o35t3g\" data-start=\"721\" data-end=\"780\"><strong data-start=\"723\" data-end=\"740\">Code<\/strong>: Automatically generated by the system.<\/li>\n<li data-section-id=\"hprbvk\" data-start=\"781\" data-end=\"876\"><strong data-start=\"783\" data-end=\"798\">Description<\/strong>: Enter a brief description explaining the purpose of the template (optional).<\/li>\n<li data-section-id=\"m7pb99\" data-start=\"877\" data-end=\"938\"><strong data-start=\"879\" data-end=\"889\">Status<\/strong>: Select the template status: Active or Inactive.<\/li>\n<\/ul>\n<p>[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]<\/p>\n<p class=\"PDq2pG_selectionAnchorContainer\" data-start=\"940\" data-end=\"970\"><strong data-start=\"940\" data-end=\"970\">Step 4: Add Template Tasks<\/strong><\/p>\n<p data-start=\"972\" data-end=\"1051\">Click <strong data-start=\"978\" data-end=\"990\">Add Task<\/strong> to add a new task row, then enter the details for each task:<\/p>\n<ul data-start=\"1053\" data-end=\"1675\">\n<li data-section-id=\"d04548\" data-start=\"1053\" data-end=\"1098\"><strong data-start=\"1055\" data-end=\"1064\">Title<\/strong>: Enter the task title (required).<\/li>\n<li data-section-id=\"1qw5n0\" data-start=\"1099\" data-end=\"1176\"><strong data-start=\"1101\" data-end=\"1116\">Description<\/strong>: Enter additional instructions for the assignee (optional).<\/li>\n<li data-section-id=\"1hvb220\" data-start=\"1177\" data-end=\"1221\"><strong data-start=\"1179\" data-end=\"1187\">Type<\/strong>: Select the task type (required).<\/li>\n<li data-section-id=\"1wmde9n\" data-start=\"1222\" data-end=\"1312\"><strong data-start=\"1224\" data-end=\"1241\">Target Module<\/strong>: Select the module associated with the task, if applicable (optional).<\/li>\n<li data-section-id=\"y454xr\" data-start=\"1313\" data-end=\"1383\"><strong data-start=\"1315\" data-end=\"1327\">Priority<\/strong>: Set the task priority: Low \/ Medium \/ High (required).<\/li>\n<li data-section-id=\"na5hbh\" data-start=\"1384\" data-end=\"1545\"><strong data-start=\"1386\" data-end=\"1414\">Select Specific Employee<\/strong>: Select a specific employee to perform this task instead of the employee for whom the Task Flow will later be launched (required).<\/li>\n<li data-section-id=\"b3rtfh\" data-start=\"1546\" data-end=\"1675\"><strong data-start=\"1548\" data-end=\"1577\">Due Date (Number of Days)<\/strong>: Enter the number of days after the Task Flow is launched when the task should be due (optional).<\/li>\n<\/ul>\n<p data-start=\"1677\" data-end=\"1747\">Repeat this step to add all tasks you want to include in the template.<\/p>\n<p>[\/vc_column_text][vc_message message_box_style=&#8221;3d&#8221; message_box_color=&#8221;alert-warning&#8221;]<\/p>\n<p style=\"text-align: left;\"><strong>Note<\/strong><\/p>\n<ul>\n<li style=\"direction: rtl; text-align: left;\">You can use the reorder controls next to each row to rearrange the tasks according to the required sequence, or click the <strong>Delete<\/strong> icon next to any task to remove it from the template.<\/li>\n<\/ul>\n<p>[\/vc_message][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]<\/p>\n<p class=\"PDq2pG_selectionAnchorContainer\" data-start=\"1945\" data-end=\"1974\"><strong data-start=\"1945\" data-end=\"1974\">Step 5: Save the Template<\/strong><\/p>\n<p data-start=\"1976\" data-end=\"2045\">Review the template details and the added tasks, then click <strong data-start=\"2036\" data-end=\"2044\">Save<\/strong>.<\/p>\n<p>[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]<\/p>\n<p style=\"text-align: left;\">After saving, the template is created and all defined tasks are stored within it. You are automatically redirected to the new template screen, where the template appears immediately and becomes available for use when launching Task Flows.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-142669\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/08\/3-e-1.png\" alt=\"\" width=\"1898\" height=\"842\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/08\/3-e-1.png 1898w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/08\/3-e-1-300x133.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/08\/3-e-1-1024x454.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/08\/3-e-1-768x341.png 768w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/08\/3-e-1-1536x681.png 1536w\" sizes=\"auto, (max-width: 1898px) 100vw, 1898px\" \/>[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_message message_box_style=&#8221;3d&#8221; message_box_color=&#8221;alert-warning&#8221;]<\/p>\n<p style=\"text-align: left;\"><strong>Important Note<\/strong><\/p>\n<ul>\n<li data-section-id=\"g4mldj\" data-start=\"2310\" data-end=\"2411\">You must enter a template name before saving; otherwise, the following message appears: \u201cRequired.\u201d<\/li>\n<li data-section-id=\"q6xk6q\" data-start=\"2412\" data-end=\"2560\">You must add at least one task to the template before saving; otherwise, the following message appears: \u201cPlease fill in all required task fields.\u201d<\/li>\n<li data-section-id=\"18ai3ko\" data-start=\"2561\" data-end=\"2676\">You must enter a title for each task you add; otherwise, the following message appears: \u201cThis field is required.\u201d<\/li>\n<li data-section-id=\"10ia4dx\" data-start=\"2677\" data-end=\"2738\">The template code is automatically generated by the system.<\/li>\n<\/ul>\n<p>[\/vc_message][\/vc_column][\/vc_row]<\/p>\n<\/section>","protected":false},"author":38,"template":"","categories":[2197,10509,10510],"tags":[12160,12161,12165,12164,11085,12163,10557,11255,11704,10580,12162,12146,12147,12149,12150],"class_list":["post-142654","user_manual","type-user_manual","status-publish","hentry","category-hr","category-tasks-management","category-tasks-management-settings","tag-adding-tasks-to-a-template","tag-creating-a-task-flow-template","tag-how-to-add-a-task-to-a-new-template","tag-how-to-create-a-new-task-template","tag-how-to-create-a-task-template","tag-ordering-tasks-within-a-template","tag-task-management","tag-task-settings","tag-task-templates","tag-tasks","tag-using-a-template-in-task-flows","tag------en","tag-----en","tag-------en"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How to Create a Task Template for Use in Task Flows - Daftra Knowledge Base<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.daftra.com\/en\/user_manual\/how-to-create-a-task-template-for-use-in-task-flows\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to Create a Task Template for Use in Task Flows - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"[vc_row][vc_column][vc_column_text] The system allows you to create a ready-made Task Template containing a predefined set of tasks that can later be used when adding Task Flows for employees, without having to manually enter the same tasks each time. [\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_custom_heading text=&#8221;Steps to Create a Task Template for Use in Task Flows&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1786949219880{margin-left: 200px !important;background-color: [&hellip;]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/docs.daftra.com\/en\/user_manual\/how-to-create-a-task-template-for-use-in-task-flows\/\" \/>\n<meta property=\"og:site_name\" content=\"Daftra Knowledge Base\" \/>\n<meta property=\"article:modified_time\" content=\"2026-08-17T07:26:28+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/08\/1-e-1.png\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebSite\",\"@id\":\"https:\/\/docs.daftra.com\/#website\",\"url\":\"https:\/\/docs.daftra.com\/\",\"name\":\"Daftra Knowledge Base\",\"description\":\"Daftra\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/docs.daftra.com\/?s={search_term_string}\"},\"query-input\":\"required name=search_term_string\"}],\"inLanguage\":\"en-US\"},{\"@type\":\"ImageObject\",\"@id\":\"https:\/\/docs.daftra.com\/en\/user_manual\/how-to-create-a-task-template-for-use-in-task-flows\/#primaryimage\",\"inLanguage\":\"en-US\",\"url\":\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/08\/1-e-1.png\",\"contentUrl\":\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/08\/1-e-1.png\",\"width\":1920,\"height\":862},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/docs.daftra.com\/en\/user_manual\/how-to-create-a-task-template-for-use-in-task-flows\/#webpage\",\"url\":\"https:\/\/docs.daftra.com\/en\/user_manual\/how-to-create-a-task-template-for-use-in-task-flows\/\",\"name\":\"How to Create a Task Template for Use in Task Flows - Daftra Knowledge Base\",\"isPartOf\":{\"@id\":\"https:\/\/docs.daftra.com\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/docs.daftra.com\/en\/user_manual\/how-to-create-a-task-template-for-use-in-task-flows\/#primaryimage\"},\"datePublished\":\"2026-08-16T13:40:49+00:00\",\"dateModified\":\"2026-08-17T07:26:28+00:00\",\"breadcrumb\":{\"@id\":\"https:\/\/docs.daftra.com\/en\/user_manual\/how-to-create-a-task-template-for-use-in-task-flows\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/docs.daftra.com\/en\/user_manual\/how-to-create-a-task-template-for-use-in-task-flows\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/docs.daftra.com\/en\/user_manual\/how-to-create-a-task-template-for-use-in-task-flows\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/docs.daftra.com\/en\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"How to Create a Task Template for Use in Task Flows\"}]}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"How to Create a Task Template for Use in Task Flows - Daftra Knowledge Base","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/docs.daftra.com\/en\/user_manual\/how-to-create-a-task-template-for-use-in-task-flows\/","og_locale":"en_US","og_type":"article","og_title":"How to Create a Task Template for Use in Task Flows - Daftra Knowledge Base","og_description":"[vc_row][vc_column][vc_column_text] The system allows you to create a ready-made Task Template containing a predefined set of tasks that can later be used when adding Task Flows for employees, without having to manually enter the same tasks each time. [\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_custom_heading text=&#8221;Steps to Create a Task Template for Use in Task Flows&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1786949219880{margin-left: 200px !important;background-color: [&hellip;]","og_url":"https:\/\/docs.daftra.com\/en\/user_manual\/how-to-create-a-task-template-for-use-in-task-flows\/","og_site_name":"Daftra Knowledge Base","article_modified_time":"2026-08-17T07:26:28+00:00","og_image":[{"url":"https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/08\/1-e-1.png"}],"twitter_card":"summary_large_image","twitter_misc":{"Est. reading time":"3 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebSite","@id":"https:\/\/docs.daftra.com\/#website","url":"https:\/\/docs.daftra.com\/","name":"Daftra Knowledge Base","description":"Daftra","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/docs.daftra.com\/?s={search_term_string}"},"query-input":"required name=search_term_string"}],"inLanguage":"en-US"},{"@type":"ImageObject","@id":"https:\/\/docs.daftra.com\/en\/user_manual\/how-to-create-a-task-template-for-use-in-task-flows\/#primaryimage","inLanguage":"en-US","url":"https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/08\/1-e-1.png","contentUrl":"https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/08\/1-e-1.png","width":1920,"height":862},{"@type":"WebPage","@id":"https:\/\/docs.daftra.com\/en\/user_manual\/how-to-create-a-task-template-for-use-in-task-flows\/#webpage","url":"https:\/\/docs.daftra.com\/en\/user_manual\/how-to-create-a-task-template-for-use-in-task-flows\/","name":"How to Create a Task Template for Use in Task Flows - Daftra Knowledge Base","isPartOf":{"@id":"https:\/\/docs.daftra.com\/#website"},"primaryImageOfPage":{"@id":"https:\/\/docs.daftra.com\/en\/user_manual\/how-to-create-a-task-template-for-use-in-task-flows\/#primaryimage"},"datePublished":"2026-08-16T13:40:49+00:00","dateModified":"2026-08-17T07:26:28+00:00","breadcrumb":{"@id":"https:\/\/docs.daftra.com\/en\/user_manual\/how-to-create-a-task-template-for-use-in-task-flows\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/docs.daftra.com\/en\/user_manual\/how-to-create-a-task-template-for-use-in-task-flows\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/docs.daftra.com\/en\/user_manual\/how-to-create-a-task-template-for-use-in-task-flows\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/docs.daftra.com\/en\/"},{"@type":"ListItem","position":2,"name":"How to Create a Task Template for Use in Task Flows"}]}]}},"_links":{"self":[{"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/user_manual\/142654","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/user_manual"}],"about":[{"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/types\/user_manual"}],"author":[{"embeddable":true,"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/users\/38"}],"version-history":[{"count":8,"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/user_manual\/142654\/revisions"}],"predecessor-version":[{"id":142674,"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/user_manual\/142654\/revisions\/142674"}],"wp:attachment":[{"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/media?parent=142654"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/categories?post=142654"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/tags?post=142654"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}