Executive Summary
Task templates let you save a reusable task structure - including title, description, relative due dates, priority, and subtasks.
Create templates under Templates > Tasks, then use them via Tasks > + New > From template.
Relative date rules (e.g. +1 week, +2 weeks from creation) are applied automatically when the task is created.
You can break down tasks step by step with subtasks - just type in the subtask and hit enter, and it will save it within the task template as a step.
Use task templates for recurring workflows like annual review follow-ups or new client onboarding steps.
Creating a Task Template
Task templates are managed under the Templates section. Each template stores everything needed to recreate a structured task - dates, priority, and subtasks included.
Navigate to Templates > Tasks in the left sidebar.
Click + Add task template.
Enter a title and description for the template.
Set relative date rules for the remind date and due date. Enter a rule such as +1 week or +2 weeks from creation, then click Apply to confirm each one. Dates that have not been applied will not be saved with the template.
Set the priority.
(Optional) Add subtasks to break the task into steps - type each subtask and hit Enter to save it.
Click Create template to save.
Using a Task Template
Once a template is saved, you can create a task from it in the Tasks view. Marloo auto-populates the fields based on the template rules.
Go to Tasks > + New > From template.
Select the template you want to use.
Assign a client and a team member.
Marloo will auto-populate the due date, remind date, priority, and subtasks based on the template rules. Dates are calculated from the creation date.
Tips
Always click Apply after setting a relative date. If you select a date rule but don't click Apply, the rule won't be saved to the template.
Use task templates for recurring workflows. Annual review follow-ups, new client onboarding steps, and fee disclosure statement reminders are all good candidates.
Break complex tasks into subtasks. Subtasks make it easier to track progress on multi-step processes and delegate individual steps to different team members.
Filter by Assignee or Client in the Task view to quickly find tasks created from a template, especially after onboarding a new client.
Troubleshooting
Problem | Solution |
Dates are not applying when I create a task from the template | Open the template and check that each date rule has been confirmed with Apply. A rule that was entered but not applied will not be saved. Re-enter the rule, click Apply, then click Create template again. |
Subtasks are not showing on the created task | Confirm the subtasks were added before saving the template. Open the template to verify they are listed. If they are missing, re-add them, then save. |
I can't find the task after creating it from a template | Go to Tasks and use the Assignee or Client filters to locate the task. It may have been assigned to a different team member or client than expected. |
The "From template" option is not appearing under + New | Confirm you have at least one saved task template under Templates > Tasks. The option only appears when templates exist. |
Related Articles
Introduction to Templates - Overview of all template types in Marloo
Managing Your Templates - Managing, sharing, and organising templates
Template Troubleshooting - Common template issues and fixes