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Task management · Templates

A template library for the whole company.

Start new joiner onboarding or month-end close in a click, or save your own. Repeating cards follow your financial year.

Highlight

Your company's calendar

Repeating cards follow your company's time zone, financial year and holidays. Reminders reach each person at the start of their working day, wherever they are.

What's inside

Templates, in detail.

  1. A library for the whole company

    Keep templates for a single board or share them with everyone. New joiner onboarding and month-end close are ready on day one, and you can delete the examples you don't need.

  2. Checklists you can reuse

    Save a checklist once and add it to any card. Each item can have its own owner.

  3. Templates from your industry

    Industry packs add templates made for your field, like those for Indian CA firms. Keeping your edits to them from being overwritten is coming soon.

  4. Repeats on your calendar

    Cards can repeat every month, quarter or year by the calendar or your financial year. Each period is created only once, in your company's time zone.

  5. Holidays and weekends handled

    A due date on a weekend or public holiday moves to the previous working day. Holidays come from your calendar in HR, with UAE public holidays coming soon. Picking the next working day or keeping the date instead is coming soon.

In practice

New joiner onboarding · Anita

  1. You ask "Start the new joiner template for Anita."

  2. 8 checklist steps arrive from the company library, with laptop and email assigned to IT admin, and her buddy and first-week plan to her reporting manager.

  3. Everything is due before her start date on Mon 2 Nov.

Get started

Your next task starts
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