Next - 17 Wórkiro Note Templates
This article explains how to create a task template in Wórkiro for repeatable work, and how to schedule it to create threads automatically on a recurring basis.
Creating a Task Template
- Click the settings cog and select Thread Templates from the menu.
- Click Add and choose Task Template.
- Enter a short, clear title for the template.
- Add participants if needed, or leave empty to keep the template for personal use.
- Add guidance text and attach any supporting documents. Documents can be dragged and dropped directly into the template.
- Set team access. Select None to keep the template private.
- Click Create, give the template a meaningful name, and click Save.
Using a Template
To create a thread from a template, start from anywhere in Wórkiro that allows you to create a new thread, choose the Template option, select your template from the list, and click Create.
Scheduling a Template
To set a template to create threads automatically on a recurring basis:
- Hover over the template and open the breadcrumbs menu.
- Select Schedule.
- Set the recurrence pattern, for example monthly, every 1 month, on the 7th.
- Choose whether the schedule runs indefinitely, stops after a set number of occurrences, or stops on a specific end date.
- Review the schedule summary showing the dates threads will be created.
- Adjust the start date or any other settings if needed, then confirm the schedule.
Once scheduled, a recurring icon will appear on the template. Wórkiro will automatically create a new thread on each scheduled date.