# Create and Manage Template and Template Task

## Create template

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

![](/files/VW9DkrAnvP9Wq36m6US5)

Click on **+Template**

![](/files/oCJSrDubo4rsEdfhkk1F)

Add template title then click on **save**

![](/files/vrrxHrsAz451cXZMVnj3)

Newly created template shows on the top

![](/files/5HboXuNpw0MDSqV3xzjr)

## Add Task Under a Template

Click on Add Task

![](/files/9mHWccqHcEczvmFtYi9z)

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

![](/files/O5jmxtC2ekNdgQthPB9p)

User can view created task under a template

![](/files/95B45k5zYq2725oGiwqJ)

## Import Template Task in Planner

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

![](/files/IaPTg663m5kZtZMRHM5x)

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

![](/files/hA0bHcwgwk8Vbm1GDlRp)

User can view imported tasks in the plan

![](/files/rxoqNNfLCQMsdtJJQOjM)

## 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) ![](/files/ANNS13kbhRPnBEbFZAEl) for the record which you would like to delete and click the **Delete** button

![](/files/AWJmQNAodlHljDmUxMwb)

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

![](/files/yeukABIIqhyKJ00egU6N)

## 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) ![](/files/FYJCrl9qECFWwUX1NnqV) for the record which you would like to edit and click the **Edit** button

![](/files/hLBu9SyTc7lvvfSOLNFe)

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

![](/files/SJWBfxFxnekdK2rR3GSw)


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