Feature request: Explicit template lists

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1

We use lists as templates, copying them into new lists whenever we need to action on them. For example, we have a list named #template-onboard-new-hire, which we duplicate as #template-onboard-john-doe.

But these tasks are still tasks, so they show up all over the place in our smart lists. If I say that Susan is assigned one of the tasks in a template list (meaning she’d be responsible for doing that task for John Doe when i duplicate the task), Susan sees that task assigned to her all the time. And if I search for high priority tasks, these fake tasks come up as well.

Also, task start dates are just copied as they are. Maybe instead we want that task to start 3 days after the list is duplicated?

It feels like “just use a normal list” for templates was a good place to start, but it’d be nice to have this formalized. Then…

  1. I could mark a list as being a template
  2. when I create a new list, “from a template” becomes an option and shows me my templates to choose from.
  3. Tasks inside a template are basically invisible (they don’t show up in any smart lists)

For the second issue around start dates, there’d have to be a way of giving relative times (“starts N days from now”), so that’d have to be a later feature.

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2

This would also allow us to create lists from templates easily via the API. I could be mistaken, but I don’t think the API currently supports list duplication.

3

Hello team! Any thoughts on this feature request?

4

Totally understand your use case, Tammer. As mentioned, duplicating various lists is a lightweight workaround, but I’ll file the request for explicit templates to be accessible similar to Task forms. Thanks for the suggestion!

5

Hi there! We’d the same issue and the workaround was to create a status [Template] so it’s easily filtered-out in any smart list :smile:

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