---
title: "Task Templates: Applying from the Templates List"
url: https://help.usepixie.com/en/articles/5208651-task-templates-applying-from-the-templates-list
collection: "Task Templates"
updated: 2026-10-09
language: en
---

# Task Templates: Applying from the Templates List

Workspace admin users can [access task templates](https://help.usepixie.com/en/articles/5208240-task-templates.md) by clicking **Settings** along the top, then opening **Task templates**. Admins can also edit these templates and create new templates, though all users can use templates to create tasks.

![](https://staticfiles.gleap.io/helpcenter/67bedd9a661ebcbc1478341b/20250226100628_2515.png)

Templates with no schedule are listed with “Not yet configured” in the **When to start** and **Repeating** columns.

![](https://staticfiles.gleap.io/helpcenter/67bedd9a661ebcbc1478341b/20250226100628_8840.png)

From the templates list, click the name of the template you want to use.

![](https://staticfiles.gleap.io/helpcenter/67bedd9a661ebcbc1478341b/20250226100628_6902.png)

The next step is to choose the client(s) for whom the task will be created from this template. Then click **Schedule task** at the bottom.

![](https://staticfiles.gleap.io/helpcenter/67bedd9a661ebcbc1478341b/20250226100628_4453.png)

The task will then appear for each selected client in their [client details](https://help.usepixie.com/en/?q=client+details), either in the **Open tasks** or **Scheduled tasks** tab, depending on how the template is configured.

If you need to create the first recurrence as a one-time task, you'll need to create an [interim task](https://help.usepixie.com/en/articles/5265849-scheduled-tasks-and-interim-tasks.md).

For templates that have no date or schedule configured, you can [edit the task](https://help.usepixie.com/en/articles/5208598-editing-a-task-or-subtasks.md) to set those properties.

See also: