Task and note templates

Repsona provides templates for tasks and notes. Templates let you instantly reuse common structures. This page explains how to use templates.

Tasks

Create a template

Open the task creation modal. Click "Add a task" at the top left of the task list, or press c on the keyboard.

Click the template button at the bottom left of the modal (it reads "No template" at first) and choose "Add template".

Enter the template name, title, details, and so on, then click "Save" to save the template. You can also save subtasks as part of the template, so a series of work can be saved like a work manual.

Use a template

Click the template button at the bottom left of the task creation modal and choose a template. The information set in the template is filled in automatically. If you have already entered something and choose another template, you will be asked to confirm, and your input is then overwritten.

Edit a template

Click the template button at the bottom left and choose "Edit templates" to go to the Templates screen in the project settings.

Click the "Edit" link of the template you want to change in the task template list.

Edit the template and click "Save".

Drag to reorder templates. Use the button on the right to delete a template.

Notes

Create a template

Open a note on the Notes screen, click the "Template" button below the note body, and choose "Add template".

Enter the template name, title, and details, then click "Save" to save the template.

Use a template

Click the "Template" button below the note body and choose a template. After you confirm with "Apply", the information set in the template is filled in. If the note already has content, it is overwritten with the template.

In a project with no notes yet, you can also create a note from a template with "Create from template" on the Notes screen.

Edit a template

Click the "Template" button and choose "Edit templates" to go to the Templates screen in the project settings.

Click the "Edit" link of the template you want to change in the note template list.

Edit the template and click "Save".

Drag to reorder templates.

Tips for using templates

Templates help you save recurring items in similar tasks and meeting notes so you can insert them instantly. Save frequently used fields and document structures as templates to reduce repetitive work and avoid unnecessary back‑and‑forth by clearly listing what’s needed when creating a task.