Task templates

Settings → Templates & rules. A template is a task you wrote once and file repeatedly.

What it holds

Title and description	Both may contain placeholders when filed by a rule
Priority, labels, estimate	The usual fields
A checklist	Each line becomes a real sub-task, with its own identifier and its own place on the board
A kind	Feedback, review, task, bug or checklist. Only affects the icon and how templates are grouped

The checklist is the reason to use a template rather than copying a task. A five-line checklist is five tasks somebody can assign, drag and close individually — which is what “did we actually do the release steps” needs, and what a markdown checkbox in a description cannot give you.

Three ways to file one

By hand — from Settings → Templates & rules, or from the template picker in the quick-add sheet.

By a rule — see rules. Something happens and the template is filed automatically, addressed to whoever the rule names.

By an assistant — list_templates returns the templates a token can reach, with each checklist, and apply_template files one. Both go through the same code as the button, so an assistant asked to open a feedback ticket for WEB-42 produces exactly what a person would.

What every new project starts with

Creating a project seeds one template and one rule, in the creator’s language:

• A Feedback request template — title Feedback: {identifier} {title}, with three checklist questions.
• A rule that files it when a task enters review, giving it to the project lead.

It is switched on and cannot fire until somebody moves a task into review, by which point the project is being worked in. One switch turns it off, and deleting it is fine — nothing else depends on it.

Filed by hand, placeholders stay visible

A template’s placeholders refer to the task that triggered the rule. Applied by hand there is no such task, so only {project} and {actor} are filled and the rest stay in the text as themselves — visibly unfilled rather than silently blanked, so you can see what to replace.