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.


  • 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.



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: 09/01/2026

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