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Status Future consideration
Categories To-dos
Created by Erik Johnson
Created on Jul 29, 2021

Ability to template to-dos

To-dos assign work to other people (or with work requests, other workspaces), ranging from minor tasks to workflow approvals. To drive consistent workflows, it would be great to be able to create templates for to-dos, much like we can for initiatives, epics, features, and requirements.

Use cases:

  • I create a to-do for my VP to review my work. She needs to be able to see business impact, what's required of her, and maybe a background on the task at a glance.

  • Products in my workspace line need budgetary approval for each of their initiatives. We should submit the approval request to the finance team in the same way each time.

  • I need to request work from a design team in another country. We've never met, so I need to be very clear about the strategic impact, deadline, scope of work, and definition of done.

  • Attach files
  • Danielle Gunraj
    Jan 18, 2022

    Yes, this would be fantastic so that I don't have to copy and paste 10+ to-dos for each ticket we open.

  • Jason Gillmore
    Jan 18, 2022

    Yes, I have had numerous requests for a way to assign a standard set of To Dos to a feature. Please create a way to apply a To Do template to places where To Dos can be created, especially features!

  • Amin Fadul
    Dec 19, 2021

    Such a great idea that will improve the workflow significantly, It will also be great to have it for requirements as well

    I'm a bit disappointed that this feature is not here yet we used to have it in clickup

  • David Baum
    Nov 3, 2021

    Great idea. Additional use cases for features include standard activities that need to routinely get assigned, like elaborate needs analysis or update help documentation.