# Create and Manage Template and Template Task

## Create template

Click on **more** and Go to **Manage Template**

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FC6JqasKHYcB6KZvgqznF%2F0.png?alt=media)

Click on **+Template**

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FS06MB7Y81jlvEX4QZEkd%2F1.png?alt=media)

Add template title then click on **save**

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FRcZxPxffuTl49YDIIRmA%2F2.png?alt=media)

Newly created template shows on the top

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FJeNbDpGybCcojCXX5GHf%2F3.png?alt=media)

## Add Task Under a Template

Click on Add Task

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FdQ8LGnmyGTbUSahbL0QN%2F4.png?alt=media)

Enter the details in the **Create Task** page and hit enter button

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FktMURmGKIBVkYVFFYqA2%2F5.png?alt=media)

User can view created task under a template

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FMsE2FSco4OVP34Pkq4G4%2F6.png?alt=media)

## Import Template Task in Planner

Go to **more** and click on **Add List**

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FQheQVbFZ1Y02UGRWAG9G%2F7.png?alt=media)

Select template and container and click on **Add Task**

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FjoRiM91p7pMPNkChDJ80%2F8.png?alt=media)

User can view imported tasks in the plan

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FPAum6PoertIR4TcEtGgG%2F9.png?alt=media)

## Delete Template and Template Task

Template and Task once added can be deleted if no longer necessary

To delete Task and Template

Click on the Action (3 vertical dots) ![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FZGvKuDe6yKRKiHvSnU63%2F10.png?alt=media) for the record which you would like to delete and click the **Delete** button

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2F1GW7bG1CuVwxv9wj8gKP%2F11.png?alt=media)

Give your confirmation in the popup and the record will be deleted

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FuDK9VJ3bqgCnLmZzPn7w%2F12.png?alt=media)

## Edit Template and Template Task

You can choose to edit the lead that you have created.

To edit Template and Task

Click on the Action (3 vertical dots) ![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FudzE1fKKZJYTkZyeua9D%2F13.png?alt=media) for the record which you would like to edit and click the **Edit** button

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FdLOxsSvSi683j2xiUwId%2F14.png?alt=media)

Make the necessary changes and click on **Save**

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FEao7pqrjJv2zWKwtq3rR%2F15.png?alt=media)