Create Task List Templates

Task List Templates help you manage projects effectively as your team scales. They're dynamic and can automatically set dates and team members based on defined roles and criteria.

Written By Darrell Gardiner

Last updated 10 months ago

Key Steps

1. Accessing Taskless Templates

  • Navigate to the taskless templates section.

  • Click on a template to view its setup.

2. Setting Task Due Dates

  • Identify the tasks within the template.

  • Set due dates for tasks to be seven days before the project is scheduled.

3. Assigning Workload Points

  • Assign workload points to tasks (e.g., 50 points for designing a thumbnail).

  • Ensure team members have a daily point limit (e.g., 100 points).

4. Assigning Tasks to Skills

  • Avoid assigning tasks to specific individuals.

  • Instead, assign tasks based on skills required (e.g., thumbnail designer).

5. Managing Team Member Skills

  • Go to the team members section.

  • Select a team member and assign relevant skills (e.g., video editor, thumbnail designer).

6. Adding Tasks After Project Completion

  • To add a task after project completion, drag the task to the desired position.

  • Set the due date for the task to be seven days after the project is published.

7. Ensuring Consistency in Processes

  • Use task list templates to ensure the team follows the same process for every content creation.

  • Adapt templates for various content types (e.g., YouTube videos, blog posts).

Cautionary Notes

Avoid assigning tasks to specific individuals to maintain flexibility.
Ensure workload points are realistic to prevent team burnout.

Tips for Efficiency

Regularly review and update templates based on team feedback.
Train team members on how to use the templates effectively to maximize productivity.