Set Up the Templates List

If you do not have a Templates list, create a new Smart List for it by pasting or typing the following into the search field: tag:templates AND status:incomplete Press Enter. Save the list by clicking the Save tab at the right and naming it...

Your Templates List

Copy Them First Remember to copy Templates before using them. Otherwise, you won’t have one the next time you need it. After you set up your Templates view, you can see your Templates any time by clicking the Templates tab.

Flag Tasks as Templates

In RTM, add a templates tag to a task/project and it is removed from your lists until you need it. To see your templates, look in the templates list. You need to set up the Templates list first.

Project Templates

Note: If you see template tasks in your normal lists, your context views may need to be updated. Repeat the instructions in set up all custom views.