Video - How to create and use templates in the task system in Hive Projects

Note: Hive Projects is a 3rd party integration. This video has been provided by the developer.

Task templates in HIVE PROJECTS make it easy to reuse common tasks without rebuilding them from scratch. If you have tasks you create regularly — lesson prep, onboarding steps, uniform orders, or admin processes — templates save you time and keep your workflow consistent.

This guide shows you how to create templates, manage them, and use them across any project or board.

1. What Are Task Templates?

Task templates allow you to pre-configure:

• Task titles

• Descriptions

• Assigned users

• Files

• Subtasks

• Tags

• Any other task details

You can then use that template to instantly create a new task with all this information already set up.

Perfect for repetitive studio work.

2. Creating a Template From a Task

To create your first template:

1. Open any project in HIVE PROJECTS

2. Create a new task

3. Add any details you want included in the template:

   • File attachments

   • Descriptions

   • Assigned users

   • Notes

4. Once the task is ready, click Save as Template

You’ll see a confirmation that the template has been saved.

3. Finding Your Templates

All saved templates can be found in:

Project Menu → Templates

Each template will display the task name and any saved details.

Templates are stored at the account level — not just the project level — so you can use them anywhere in HIVE PROJECTS.

4. Creating a New Task From a Template

You can create a templated task in any project, even if the template originated in a different project.

To use a template:

1. Go to Templates

2. Select the template you want

3. Choose which project to send it to

4. Click Create

HIVE will automatically add the templated task to the selected project with all the files, descriptions and settings already included.

5. Example Workflow

Here’s how templates work in practice:

• You create a task called “This will be templated”

• You add a description and upload a couple of files

• You save it as a template

• You delete the task from the project

• Later, you return to Templates → select it → send it back to the project

• The new task appears with all the same files and details restored

Templates save you from retyping or re-uploading anything.

6. Key Template Benefits

Using templates in HIVE PROJECTS allows you to:

• Standardise common tasks

• Maintain consistency across your workflows

• Save time on repetitive admin

• Reuse files and instructions instantly

• Reduce human error

• Create tasks faster and more accurately