Published: 1 June 2026
Audience
-
Admin
Objective
This article explains how to create a task template in PSOhub — either from scratch in Settings or by converting an existing project plan — so your team can reuse consistent task structures across projects.
Prerequisites
You must have Admin user access in PSOhub.
Option 1: Create a Task Template in Settings
Steps
- Click the Gear icon in the main menu to open Settings.
- Click on Templates and select the Task tab.
- Click Create.
- Complete the following fields:
| Field | Description |
|---|---|
| Name | Enter a name for the task template. |
| Create task lists based on contract template | Optional. Select a contract template to use its contract lines as the basis for the task lists in this task template. Tasks created in these task lists will post time to the corresponding contract line. |
| Currency | Select the currency for this task template. Defaults to the organization's base currency. Only relevant if multiple currencies are configured. |
| Description | Optional. Enter a description for the task template. This description is displayed when selecting a task template in a project. |
📌 Note: The task template name must not contain an apostrophe character (').
5. Click Create.
6. Once the template is created, your next step is to add tasks and task lists.
-
If you did not select a contract template:
Click + Add task list or Add first task list to create task lists manually, then add tasks to each list.
-
If you selected a contract template:
The template is pre-filled with a task list for each contract line of the selected contract template. Click the + button on each task list to add tasks.
💡 Tip: When you create a task template based on a contract template, both templates can be selected together when creating a new project directly in PSOhub.
Option 2: Convert an Existing Project Plan into a Template
Steps
📌 Note: You can turn any existing project plan into a reusable task template.
- In the main menu, click Projects.
- Open the project whose plan you want to convert.
- Click on the Tasks tab.
- Click the ellipsis (...) button.
- Select Convert to template.
Result
Your task template is created and available across PSOhub. It can be selected when setting up a new project plan, giving your team a consistent starting structure for each engagement.
Next Steps
✅ Copy, delete, or edit a task template
Duplicate, rename, or remove task templates to keep your template library up to date.
How to Copy & Delete a Template in PSOhub
✅ Create a contract template
Build a reusable contract structure to pair with your task templates when setting up new projects. How to Create a Contract Template in PSOhub