---
title: "Task Templates"
description: "Details on how to set up task templates"
url: https://help.usepixie.com/en/articles/5208240-task-templates
collection: "Task Templates"
updated: 2026-10-09
language: en
---

# Task Templates

Details on how to set up task templates

_For workspace admins only_

Templates can be configured for tasks that need to be completed more than once. These could be identical one-time tasks for different clients such as onboarding, or recurring tasks such as monthly bookkeeping.

_Note: We have a library of_ [_Pixie-ready task templates_](https://help.usepixie.com/en/articles/5208246-template-libraries.md) _you can download and import into your system._

Task templates can be selected when [creating a new task](https://help.usepixie.com/en/articles/5208639-creating-a-task.md), and can be used for [setting up recurring tasks](https://help.usepixie.com/en/articles/3020678-scheduling-jobs-using-templates.md).

To view and configure task templates, click **Settings** across the top and open the **Task templates** tab. Several default templates are provided.

![](https://staticfiles.gleap.io/helpcenter/67bedd9a661ebcbc1478341b/20250226100628_1689.png)

To the right of each template are icons you can use to edit the template or use it to create a task. Clicking the three-dot icon displays options to clone (copy) the template (for example, to clone a Monday task to create an identical Tuesday task), share the template URL for others to download, export for other Pixie users to import, or delete. Exported templates can be brought into other Pixie accounts via the **Import template** button at the top of the table.

![](https://staticfiles.gleap.io/helpcenter/67bedd9a661ebcbc1478341b/20250226100628_0461.png)

To create a new template from scratch, click **Add template** at the top. Assign a name and optional description, and the default assignee. You can set the template to recur, or skip this step to create a one-time task template. (You have flexibility with task recurrence; once a task is created you can [set a one-time task to recur](https://help.usepixie.com/en/articles/5208648-scheduled-tasks-setting-a-one-time-task-to-recur.md), or edit or cancel the scheduling of a recurring task.)

![](https://staticfiles.gleap.io/helpcenter/67bedd9a661ebcbc1478341b/20250226100628_3112.png)

Recurrence options are a specific date, particular week day, month day (e.g second Wednesday each month), or [**On client date field**](https://help.usepixie.com/en/articles/5296702-scheduled-tasks-using-the-on-client-date-field.md). With this option, you can choose from any [custom client field](https://help.usepixie.com/en/articles/5208292-client-fields.md) that is in date format. You can also set the number of days before or after the specified date when the task is to start.

![](https://staticfiles.gleap.io/helpcenter/67bedd9a661ebcbc1478341b/20250226100628_5763.png)

After clicking **Next**, you can add [subtasks to the template](https://help.usepixie.com/en/articles/5208632-creating-subtasks.md). Once a template is used to [create a task](https://help.usepixie.com/en/articles/5208639-creating-a-task.md), you can [edit its subtasks](https://help.usepixie.com/en/articles/5208598-editing-a-task-or-subtasks.md).

![](https://staticfiles.gleap.io/helpcenter/67bedd9a661ebcbc1478341b/20250226100628_0945.png)

Additionally, you can now also set default task statuses and tags to your templates to help group your work more easily.  

![](https://staticfiles.gleap.io/ghelparticle/87EP6TquMTuta1G3fste85XUJcGjjTilsMHPmLUJtHObncnQbjmMENf1SgKpNiWSG2bxqh6skwl.png)

See also: