---
title: "Scheduled Tasks: Creating from a Template"
url: https://help.usepixie.com/en/articles/5208650-scheduled-tasks-creating-from-a-template
collection: "Scheduled Tasks"
updated: 2026-10-09
language: en
---

# Scheduled Tasks: Creating from a Template

Creating tasks that recur automatically can be done from the [task templates list](https://help.usepixie.com/en/articles/5208240-task-templates.md), which can be accessed by workspace admin users.

In this example, the task will be based on the “Bookkeeping - Monday” template, which runs each Monday, with a deadline one day after the task starts.

![](https://staticfiles.gleap.io/helpcenter/67bedd9a661ebcbc1478341b/20250226100629_9800.png)

Click the template name to create scheduled tasks, and choose the client(s) for whom the scheduled task will be created. Then click **Schedule task** at the bottom.

![](https://staticfiles.gleap.io/helpcenter/67bedd9a661ebcbc1478341b/20250226100628_6569.png)

Once scheduled, the task will be listed for each of the clients for whom the template was selected, in their **Scheduled tasks** tab. Once the trigger date is reached - in this case, the following Monday - the first instance of the task will also appear under **Open tasks**.

![](https://staticfiles.gleap.io/helpcenter/67bedd9a661ebcbc1478341b/20250226100628_7661.png)

Clicking the task’s three-dot icon displays options to **Create task**, which you can choose if you want to start the task right away and not wait for the trigger date. You can also recalculate or cancel the schedule. The **Edit** icon at the lower right enables you to change the schedule.

![](https://staticfiles.gleap.io/helpcenter/67bedd9a661ebcbc1478341b/20250226100628_5147.png)