Templates in Allfred help you streamline workflows by standardizing the creation of individual tasks or whole task groups. They allow you to set predefined settings for recurring work, such as assigning team members or setting deadlines and priorities.
With just one click, you can create fully structured projects by applying task group templates across multiple budget items at once, over and over again. This makes templates ideal for managing repetitive tasks, retainers, or long-term projects, enabling you to replicate processes quickly and efficiently.
Task Group Templates:
A collection of tasks grouped under a single header. These task groups are also managed exclusively in the Templates section and do not appear in the main task listing. They cannot be tracked, planned, or assigned to work expenses individually.
Quickly apply entire task groups to multiple budget items in your project for efficient setup. For example, in a retainer project, you can instantly create multiple task groups across all relevant budget items.
Task Groups
How to create a Task group template
Navigate to Templates -> Task Group Templates.
Click on +New Template, enter a name for the task group, and click Create.
In the task group list click on New Task button to add tasks to the group.
Fill in the following details for each task and click Create:
Name (required)
Parent Task (in case you want to create subtasks for existing task in the group)
Total Hours
Position
Assignee
Description + Add Files
Duration and Deadline
Status
Billing Category
Priority
Newly created tasks and subtasks will appear in the task group template list.
How to manage Task Groups?
Once tasks or subtasks are created in the template, you can manage them with these actions:
Rename: Hover over the task group name and click the pencil icon.
Delete: Click the red bin icon to remove a task group.
Manage Tasks in the Group (by clicking on task):
Copy Link: Share a direct link to the task template.
Duplicate: Create a copy of the task template and assign it to the same or a different task group.
Move: Relocate a task from one group to another.
Delete: Remove the task or subtask from the group.
Edit: Update task details as needed.
How to create tasks from Task groups in projects?
Follow these steps to create tasks from task groups within a project:
Navigate to the project detail and go to the relevant budget item.
Click on +Task and select option Task group.
Choose the budget item(s) under which you want to create tasks. You can select one or multiple items.
Select the task group template you want to use. You can use the option Select all in case you want to use all budget items.
After clicking on task group name Allfred will display a list of tasks that will be created under the selected budget items. Note: Editing tasks in this modal window is not possible.
Click on Create. The creation process may take a few seconds.
Once created, tasks from task groups function just like regular tasks. You can manage, track, and update them as needed.
Why Use Templates in Allfred?
Templates empower your agency to:
Save time by avoiding repetitive setup.
Maintain consistency across projects.
Streamline workflows for recurring work or retainers.
Improve collaboration by predefining roles and responsibilities.