Creating Templates: Groups of Tasks, or Entire Projects
Summary: Keep reusable steps, processes, or protocols as template projects, then drag them into live work via The Dock or a side-by-side workspace.
What it is
If you repeat the same steps, processes, or protocols, collect them once as templates — a program of projects/deliverables you copy into live work instead of retyping.
Templates can be personal/private or public for everyone. The procedure is the same.
How to create a template program
- Create a new Production program (for example, My Templates).
- Create a project inside it called Templates.
- Under that project, create a deliverable for each template.
- Inside each deliverable, build the list of tasks, stories, expenses, or whatever the protocol needs.
- Open the project's page and add it to Favorites.
How to use a template
Either:
- Open the template project, drag the tasks to The Dock, then drag from The Dock into the destination project — or
- Select both programs in the workspace and drag tasks from the template project onto the target project.
Favorite-based flow:
- Open the program and project that should receive the tasks.
- From the Main Menu → Favorites, open your My Templates favorite.
- Runcible opens a sliding page for the project.
- On the Subtasks tab, drag the template you want to The Dock, then from The Dock into the Outline where you want it.