# Task Templates

Task templates facilitate clear communication within the team, offering a standardized format for conveying task details, priorities, and requirements. This not only aligns the team towards common goals but also ensures a shared understanding of task expectations. Additionally, task list templates contribute to enhanced efficiency by saving time on routine tasks, allowing managers and team members to focus on more strategic aspects of their responsibilities. As an example, these templates streamline the onboarding process, providing new team members with structured guides to quickly grasp best practices and navigate tasks efficiently.

<figure><img src="/files/Q3BEVYV1f4Uygxh2ritT" alt="" width="563"><figcaption></figcaption></figure>

### New Task Template

To get started, click the **New Task Template** button. In the pop-up menu, enter a name for your template and select the type of tasks which will be in the template.

For the purpose of example, we will be creating a new hire onboarding task list template.

<figure><img src="/files/13X1hvlgIG2UTGQaY2a1" alt="" width="563"><figcaption></figcaption></figure>

Once the template has a name, click **Save**.

To begin adding tasks to the template, select the newly created template in the Templates list, then click **Create Task**.&#x20;

<figure><img src="/files/tfi9pZE1w65sBeX7IVB1" alt=""><figcaption></figcaption></figure>

Continue adding tasks to your preference. For details on creating tasks, click [here](https://guides.mangoapps.com/user-guide/tasks/create-a-new-task).

{% hint style="warning" %}
Tasks created this way will behave as if being created as a **User Task**.
{% endhint %}

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### Action Menu

After a task template has completed creation, additional options will become available from the **3-Dot action menu**.&#x20;

<figure><img src="/files/I2CPAmb08HhKYSJRDwP6" alt="" width="421"><figcaption></figcaption></figure>

**Rename**: This option will bring up the **Rename Template** menu. From this menu, you can edit the name of the template. <mark style="color:red;">However, the task type for the template</mark> <mark style="color:red;"></mark><mark style="color:red;">**CANNOT**</mark> <mark style="color:red;"></mark><mark style="color:red;">be changed once the template has been created.</mark>

**Duplicate**: This action will duplicate the selected template along with all of the associated tasks. <mark style="color:red;">This option will NOT duplicate any</mark> [automations](https://guides.mangoapps.com/admin-guide/module-settings/tasks/task-automations) <mark style="color:red;">set up for the template.</mark>&#x20;

**Assign to Users**: This option allows you to assign the template to selected active network users and/or network-based user segments. Multiple users and user segments can be chosen at once. All tasks from the chosen template will populate in the selected users' Task Module.

**View & Manage Tasks**: This option serves the same purpose as clicking on the template entry. Select this option to view/manage all task entries for the template.

**Delete**: This will permanently delete the template and all associated tasks. <mark style="color:red;">This action is</mark> <mark style="color:red;"></mark><mark style="color:red;">**NON-REVERSIBLE**</mark><mark style="color:red;">. Consider de-activating any related automations rather than template deletion in order to avoid permanent data loss.</mark>&#x20;


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