Where to find it: Templates

Reusable job blueprints — checklists, fields and auto-filled titles so every job builds itself.

Templates turn your standard procedures into repeatable jobs you can raise in seconds.

Where to find it

Sidebar → Automation → Templates (also reachable from a board's settings).

What you can do here

Build a checklist of the steps a job needs.
Add custom fields to capture the right data.
Auto-fill the title from task type, client and year.

See Create a self-filling job template.