A template is a ready-made set of tasks you can drop into your account. Instead of typing out the same fifteen steps every time you plan a launch or pack for a trip, you import a template once and adjust it.
Where to find them
Open Settings, then Templates. The gallery lists every built-in template, and you can filter it by category or search by name.
You can also browse the same collection on the web at todoticked.com/templates before you sign in.
What is included
There are 17 built-in templates across four categories:
- Personal covers everyday planning, including Daily Planner, Morning Routine, Travel Packing, Weekly Meal Plan, Home Move and Job Search
- Productivity covers reviews and habits, including Weekly Review and Habit Tracker
- Work covers projects and meetings, including Project Management, Meeting Agenda, Sprint Planning, New Hire Onboarding and Client Onboarding
- Marketing covers campaigns, including Content Calendar and Product Launch
Goals and checklists
Every template imports as a single parent item with its steps underneath. The template decides which shape that takes:
- A checklist is for things you tick off in one sitting or repeat regularly, such as Travel Packing. Checklist items are ticks, so they do not carry priorities.
- A goal is for work with real steps that deserve their own dates, priorities and notes, such as Product Launch.
You do not choose between the two. The shape of the content decides it, so a packing list never arrives as a set of scheduled work items.
Importing a template
- Open Settings, then Templates.
- Pick a template to see its steps before you commit to anything.
- Choose where it should go under Import into. You can send it to your Inbox, to a project you already have, or to a new project. If you create a new project, the template suggests a name and you can change it.
- Import. The parent item and all of its steps are created together.
Everything that arrives is an ordinary task. Rename steps, delete the ones that do not apply, add dates, and move things around. The template is a starting point, not a fixed structure.
Notes on steps
Some steps arrive with a note attached explaining how to actually do that step. Those notes are part of the template, and you can edit or clear them like any other task note.