Articles on: X-Pro

How to add new Task Template in X-pro?

Overview

Task Templates in X-PRO allow you to create predefined sets of tasks that can be reused across multiple projects. This helps standardize workflows, save time, and ensure consistency in project execution. By creating a Task Template, you can quickly assign structured tasks to your team without creating them from scratch every time.

Steps to Add a New Task Template in X-PRO

From the main dashboard, click on the profile logo and select the Settings option.

In the Settings menu, go to X-PRO Settings, select Task Template, and click on Add Task Template.

After clicking on Add Task Template, a window will appear—enter the template name and click on the Add Template option to save it.

After adding the template, it will appear under the same section.![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/nenene_11c7cyp.png)

Notes: Only users with admin or appropriate permissions can create Task Templates. You can edit or update templates anytime. Changes made to a template do not automatically update tasks already added to existing projects.

Updated on: 02/18/2026

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