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Pipeline

Templates

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A template makes a whole card in one click, not just a title: a starting priority, an estimate, a checklist and one or more named deadlines, for the pieces you make the same way every time.

Pipeline: templates

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pipeline-templates.png

  1. 1Open New from templateAt the top right of any Pipeline view.
  2. 2Pick one and press UseThe card is made at once, with the template's checklist as tasks and its priority and estimate already set, and opens.
  3. 3No templates yet? Make one.Name it, pick a starting priority, and type its checklist one task per line. Deadline offsets and the other starting fields (price, pay, a cap on revisions) are set afterward, on a card made from it, the same way any card's fields are edited.

A named deadline offset ("Script due", some days before publish) becomes a task on every card made from the template once that card gets a publish date, dated back from it automatically. The workspace's own deadline offsets, in Statuses and approvals, do the same for every card, template or not.