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How Do I Create a Motion Template?

Published in Task Template Creation 3 mins read


To create a motion template, you can save an existing task as a reusable template following the steps provided from the reference.

Creating templates from existing tasks is a highly efficient way to standardize recurring processes and save time when setting up new projects or tasks. These templates act as blueprints, pre-filling details, subtasks, and assignees for common workflows.

## Steps to Create Your Motion Template

Based on the provided information, the process involves navigating through your projects and tasks to designate an existing task as a template for future use. Follow these steps to create your template:

1.  **Click** on "Projects" in the top navigation bar.
2.  **Select** a workspace. This is likely the space where the task you want to template is located.
3.  **Open** the specific task you want to turn into a template and click on the **3 dots icon** (often representing a menu or more options).
4.  From the options presented, **Select** “Save as template”.
5.  You will be prompted to **Enter** a name for your new template. Choose a name that clearly indicates its purpose.
6.  Finally, **Click** on “Create a template” to save the task as a reusable template.

Once saved, this template can be used whenever you need to create a new task or project that follows a similar structure or workflow, ensuring consistency and speeding up your process.

## Why Use Task Templates?

Using task templates provides several benefits for individuals and teams managing projects and workflows:

*   **Efficiency:** Quickly create new tasks or projects with pre-defined structures.
*   **Consistency:** Ensure that standard procedures and necessary steps are never missed.
*   **Reduced Manual Effort:** Avoid repeatedly setting up the same tasks, subtasks, and details.
*   **Improved Onboarding:** Easily delegate standard tasks to new team members using established templates.

By converting frequently used tasks into templates, you streamline your workflow and allocate more time to productive work rather than repetitive setup.

### Quick Reference Table

| Step | Action                     | Detail                                       |
| :--- | :------------------------- | :------------------------------------------- |
| 1    | Go to Projects             | Click "Projects" in the top bar.             |
| 2    | Select Workspace           | Choose the relevant workspace.               |
| 3    | Open Task & Menu           | Open the task, click 3 dots icon.            |
| 4    | Choose Save Option         | Select "Save as template".                   |
| 5    | Name Template              | Enter a descriptive name.                    |
| 6    | Create Template            | Click "Create a template" to finalize.       |

This process transforms a specific task into a versatile template you can deploy whenever needed.

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