Tasklytic
Templates and bundles
Start projects from a curated template library, save your own project templates, and apply bundles of sections, tasks, fields, and rules to existing projects.
Most firms run the same engagements repeatedly. Templates capture that structure once — sections, starter tasks, custom fields, and rules — so the next project starts complete instead of empty.
Open Templates from the section bar. It has three tabs: Gallery, My templates, and Bundles.
Gallery
The gallery holds curated project templates across eight categories:
General, Business, Accounting & Tax, Law, Finance, Procurement, HR, and Corporate Dev.
Filter by category or search by name, then Preview a template to inspect it before committing. The preview shows:
| Tab | Contents |
|---|---|
| Overview | What the template is for |
| Sections | The section structure it creates |
| Custom fields | Fields it adds to the project |
| Starter tasks | Tasks and subtasks, with relative dates |
| Rules | Automations it installs |
| Roles | Placeholder roles to map to real people |
| Forms / Dashboards | Included intake forms and dashboards, when the template has them |
Roles
Templates assign work to placeholder roles — "Engagement partner", "Preparer", "Reviewer" — rather than to named people. In the preview, map each role to a member of your workspace; every task carrying that role is assigned to them when the project is created.
Relative scheduling
Template tasks carry offsets from the project start date rather than fixed dates, so a template used in March schedules itself correctly in November. Tasks flagged as milestones arrive as milestones.
Using a template
Click Use template (from the gallery card or the preview) and the project is created in your workspace with its sections, tasks, fields, and rules in place. You can also reach templates from the first step of New project.
My templates
Save any project you've refined as a reusable template: open the project's menu and choose Save as template, give it a name and description, and it appears under My templates. Templates you save are available to your workspace alongside the curated ones and can be edited or deleted from the same tab.
Bundles
A template shapes a project at creation time. A bundle applies to a project that already exists — useful when you add a workflow to work already in flight, or roll a new standard across several projects.
A bundle can carry:
- Section names
- Task templates
- Custom fields
- Rules
Create one in the Bundles tab, then apply it to a project from the project's menu. The dialog lists each bundle with what it adds and whether it's already applied.
Unapplying a bundle removes the configuration it installed — its rules and fields — without deleting the tasks and work created since. Each bundle tracks which projects it's applied to.
Task templates and child projects
- Task templates save a task with its subtasks and defaults, so recurring checklists can be dropped into any project.
- Some corporate-transaction templates offer a child project: when a designated trigger task completes, a banner appears offering to spawn the follow-on project (for example post-merger integration after a close, or a transition-services project after a carve-out). Accept it and the child project is created, already linked to the parent.