> For the complete documentation index, see [llms.txt](https://docs.aiflo.app/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.aiflo.app/planner/create-and-manage-template-and-template-task.md).
# Create and Manage Template and Template Task
### Create template
Click on **more** and Go to **Manage Template**
Click on **+Template**
Add template title then click on **save**
Newly created template shows on the top
### Add Task Under a Template
Click on Add Task
Enter the details in the **Create Task** page and hit enter button
User can view created task under a template
### Import Template Task in Planner
Go to **more** and click on **Add List**
Select template and container and click on **Add Task**
User can view imported tasks in the plan
### Delete Template and Template Task
Template and Task once added can be deleted if no longer necessary
To delete Task and Template
Click on the Action (3 vertical dots)  for the record which you would like to delete and click the **Delete** button
Give your confirmation in the popup and the record will be deleted
### Edit Template and Template Task
You can choose to edit the lead that you have created.
To edit Template and Task
Click on the Action (3 vertical dots)  for the record which you would like to edit and click the **Edit** button
Make the necessary changes and click on **Save**
Last updated 24 December 2025