Introduction to templates

Available for

  • Business
  • Beginner
  • Pro

Platforms

  • Web
  • macOS
  • Android
  • Windows 10
  • Linux

Create, save, and manage your own templates directly in Todoist. Browse through our vast library of pre-made templates, or create your own templates that best fit your unique workflow.

Use a pre-made template

Use any of the ready-made templates to kick-start your next project. Here’s how to grab a template to use in a Todoist project:

templates-project-context-menu.png

  1. Click the Add icon beside the workspace name.
  2. Click Browse templates to open the template gallery.
  3. Use the search bar to find a specific template or scroll down to browse the list of template categories.
  4. Open the template.
  5. Click Copy to My Projects. If you’re creating a team project, it’ll show the team name.

Hide the Browse templates button in the sidebar

As you're scrolling down the sidebar, you'll see a Browse templates button at the bottom of the app. If you don't need it, here's how to hide it:

  1. Select Settings.
  2. Select the Sidebar tab.
  3. Deselect Browse templates.
  4. Click Update.

Create a custom template

After adding all the necessary tasks, here’s how to create a project template and add it to the template gallery:

  1. Open a project from the sidebar.
  2. Click the three dots icon at the top-right.
  3. Select Save as template. You’ll see the template gallery.
  4. Select your preferred template color.
  5. Give your template a description.
  6. Click Save.

Your template is saved in the My templates section of the template gallery.

Quick tip

If you can’t think of a good template description, click Generale with AI Assist and it’ll whip up a good one for you.

Upload a template

If you previously saved your templates as CSV files, you can upload them to the template gallery and have them ready to use wherever you use Todoist. Make sure to check if your CSV file matches the supported format.

  1. Open the templates gallery.
  2. Click Upload template.
  3. Select the CSV file from your device or drag the file to import your template
  4. Change the template name, color, and description.
  5. Click Save.

Your template is now saved in the templates gallery.

Edit a template

Projects change over time, so you’ll want your template to reflect these changes.

Import the template, and make the necessary changes to your project. Then, create a new template out of your project with a different project color and name. This helps to distinguish it from the older version. After recreating your template, delete the older one.

Use a custom template

Ready to start using a custom template in a project? Here’s how to apply and use a custom template in Todoist:

Doist-templates-list.png

For a new project

  1. Click the Add icon beside the workspace name.
  2. Click Browse templates. This opens the template gallery.
  3. Find the template to use for your project.
  4. Click Copy to My Projects. If you’re creating a team project, it’ll show the team name.

For an existing project

  1. Open the project in the sidebar.
  2. Click the three dots icon at the top-right.
  3. Select Apply my template.
  4. Select Browse my templates. If you just created a project template, it'll be in the Recently used list.
  5. Select a template in the My templates list.
  6. Click Import to project.

Note

If you've assigned tasks to a person, these tasks will remain assigned to them when you save the project as a template. If you need to keep these assignments, make sure to add the right people to the project before importing the template.

Delete a template

Need to declutter your template gallery? Here’s how to delete a templates that no longer serves a purpose:

  1. Click the Add icon beside the workspace name.
  2. Click Browse templates.
  3. Open a template in the My templates section.
  4. Click Delete. You’ll see a warning pop-up.
  5. Click Delete again to confirm.

Best practices for templates

Templates are huge time-savers when you find yourself frequently recreating the same project. Here are best practices to keep in mind when using templates in Todoist:

Update your templates regularly

Keep planning as frictionless as possible by updating your templates whenever significant changes happen within the project. If you notice that two or more tasks get deleted or you add just as many tasks after applying the template, save this as a new template and delete the older one.

Share your handcrafted templates with your team

A well-crafted template can save your team significant planning time and effort, allowing you to get that project up and running in minutes. To share your template, open your template and click the share icon at the top-right of the screen. Click the Copy link button to share the template directly with a teammate.

Get started

Ready to save yourself hours from recreating the same projects? The template gallery is the best place to start looking for templates that can serve as the foundation for many of your recurring projects. If you’re having trouble adding, editing, or deleting templates in Todoist, get in touch with us. We— Rikke, Nina, Carol, and any of our other teammates—are more than happy to lend a hand!