---
title: Task templates
slug: content-marketing-platform/docs/task-templates
docTags: 
createdAt: 2026-07-20T15:45:42.870Z
---

Optimizely Content Marketing Platform (CMP) lets you create task templates for tasks that repeat regularly. You can save the commonly used data in these templates so that you do not have to enter them every time you create a task. You can customize the task normally after creating it from a template.

## Create a task template from within a task

In a task, click **More (...)** and select **Save as template**. This saves a copy of the task as a template.

![](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/v5V8osGqWY81qmXJp5555-20260720-145821.png)

To access this template, go to your avatar > **Templates** > **Tasks**. 

## Duplicate and edit a template   

1. Go to your avatar > **Templates** > **Task**. 
2. Click **More (...) > Duplicate** for the task template you want to duplicate. This creates a copy of the task template.

![](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/3DAUKLF-cIrl-KKz-HvyZ-20260720-145821.png)

To edit a template, click to open the template and make your changes the same way you would for a task. See [Manage tasks](docId\:W7zf5eJAPZhHgHjzWK_m2) for information. 

![](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/3uIhJdTTXg-gAPzdmSi0W_28492181456269.png)

## Apply a template when you create a task

1. Click **Add (+)** on the top menu and select **Task**. The **Create New Task** window displays.

   ![](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/510g5-Jmgyl7ToSXRudGb-20260720-145821.png)
2. Search for and select your template from the **Task Template** drop-down list. When you select a template, a warning message displays that any details you already entered in the task creation form are overwritten by the template you select. Click **Proceed** to continue, or click **Cancel**. 

   ![](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/CTAlHgMxli91KlJETmqP--20260720-145821.png)

After selecting the template, you can edit the fields and add details for the task. Click **Create** when you are done.  

## Apply a task template to an existing task

You can apply a task template to a task you have already created.

Click **More (...)** beside a task or on the task page and select **Edit**. This brings up a modal similar to task creation and lets you select a task template to apply. Click **Save Changes**.

![](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/KQMEm5iQEyFuTzyP-FGbm_task-edit-2.png)

All changes are reflected in the History tab.

## Make task templates mandatory

You can require that users must assign a task template to tasks.

1. Go to **your avatar > Organization**.
2. Click the **Misc.** tab.
3. Check the box to **Make Template Usage Mandatory for New Tasks**. You must disable this feature to create templates from scratch. 

   ![Make template usage mandatory.png](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/PsSsfuP9ajUm6Nb9PO1LG-20260720-145821.png)

:::Paragraph{indent="1"}
When you edit this setting, the changes automatically save.
:::

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