Task Templates

What Are Task Templates?

Task templates are reusable blueprints for tasks you create frequently. Instead of filling out the same details repeatedly, save a template and create tasks with one click.

Creating a Template

From Scratch

1. Go to Templates
   Navigate to Tasks → Templates from the main menu.
2. Click Create Template
   Open the template creation form.
3. Fill in Template Details
   Enter the title, description, default points, consequences, and other settings.
4. Save Template
   Give your template a name and save it for future use.

From an Existing Task

1. Open the Task
   Find a task you want to use as a template basis.
2. Click "Save as Template"
   Found in the task menu (three dots) or edit page.
3. Name the Template
   Give it a descriptive name for easy identification.
4. Adjust if Needed
   Modify any settings before saving as a template.

Template Settings

What's Saved in a Template

• Title: Default task title (can be modified when creating)
• Description: Full instructions and details
• Priority: Default priority level
• Points: Default reward points
• Consequence: Default consequence attachment
• Proof requirements: Photo/video requirements
• Approval required: Whether review is needed
• Tags: Default tags/categories

What's NOT Saved

• Assignee: Choose when creating from template
• Due date: Set when creating from template
• Attachments: Add when creating from template

Using Templates

Create Task from Template

1. Click "Create from Template"
   From the Tasks page, click the dropdown arrow next to "Create Task".
2. Select a Template
   Choose from your saved templates.
3. Set Assignee and Due Date
   Fill in the fields not saved in the template.
4. Modify if Needed
   Change any pre-filled values as needed.
5. Create Task
   Click Create to add the task.

Quick Create from Template

From The Helm, dominants can quickly create tasks:

1. Click the "+" on a submissive's card
2. Select "From Template"
3. Choose template and set due date
4. Task is created and assigned automatically

Managing Templates

Viewing Templates

Go to Tasks → Templates to see all your templates:

• List view with template names and descriptions
• Usage count (how often each is used)
• Last used date
• Quick actions (edit, delete, use)

Editing Templates

1. Click the template name or Edit button
2. Modify any settings
3. Save changes

Changes to templates don't affect tasks already created from them.

Deleting Templates

1. Click the delete button or select from menu
2. Confirm deletion

Deleting a template doesn't affect existing tasks created from it.

Template Limits

Subscription Tier	Template Limit
Free	3 templates
Paid	20 templates
Premium	Unlimited

Template Ideas

Here are some common templates to consider:

Daily Chores

• Kitchen cleanup
• Bedroom tidying
• Laundry
• Dishes

Weekly Tasks

• Grocery shopping
• Deep cleaning
• Meal planning
• Weekly review

Training Tasks

• Position practice
• Protocol exercise
• Journal writing
• Self-care ritual

Special Occasions

• Preparation tasks
• Outfit selection
• Scene preparation
• Aftercare checklist

Best Practices

Descriptive Names

Name templates clearly so you can identify them quickly:

• Good: "Daily Kitchen Cleanup - Full"
• Bad: "Kitchen"

Detailed Descriptions

Include all instructions in the template so tasks are ready to go:

• Step-by-step instructions
• Expected standards
• Time estimates

Consistent Point Values

Use consistent point values across similar templates to maintain fairness and expectations.

Regular Review

Periodically review your templates:

• Delete unused templates
• Update outdated instructions
• Adjust point values as needed