Creating Task Templates for Consistent Processes

Repetitive tasks shouldn't require reinventing the wheel each time. Task templates capture your team's best practices, required checklists, and standard information so new tasks start with everything needed for success. GitScrum templates reduce setup time and ensure consistency.

Template Benefits

Common Template Types

Template Categories

TASK TEMPLATE CATEGORIES
════════════════════════

DEVELOPMENT:
├── Bug Report
├── Feature Request
├── Technical Debt
├── Spike/Research
├── Code Review
└── Documentation

OPERATIONS:
├── Deployment
├── Hotfix
├── Incident Response
├── Maintenance Window
├── Security Patch
└── Backup Verification

TEAM PROCESSES:
├── Sprint Planning
├── Retrospective
├── Demo Prep
├── Onboarding
├── Offboarding
└── Knowledge Transfer

CLIENT WORK:
├── Client Request
├── Change Request
├── Client Review
├── Approval Task
├── Invoice Task
└── Project Kickoff

Template Structure

Bug Report Template

BUG REPORT TEMPLATE
═══════════════════

TITLE: [BUG] {Brief description}

LABELS: bug, needs-triage

DESCRIPTION:
## Environment
- Browser/OS: 
- App version: 
- User role: 

## Steps to Reproduce
1. 
2. 
3. 

## Expected Behavior


## Actual Behavior


## Screenshots/Videos
[Attach if available]

## Additional Context


## Checklist
- [ ] Bug confirmed reproducible
- [ ] Severity assessed
- [ ] Priority assigned
- [ ] Root cause identified
- [ ] Fix implemented
- [ ] Tests added
- [ ] Tested in staging
- [ ] Deployed to production
- [ ] Verified in production

Feature Request Template

FEATURE REQUEST TEMPLATE
════════════════════════

TITLE: [FEATURE] {Feature name}

LABELS: feature, needs-refinement

DESCRIPTION:
## User Story
As a [type of user]
I want to [action/goal]
So that [benefit/value]

## Problem Statement
{What problem does this solve?}

## Proposed Solution
{High-level description}

## Acceptance Criteria
- [ ] 
- [ ] 
- [ ] 

## Design/Mockups
[Link to Figma or attach images]

## Technical Considerations
{Any known constraints or dependencies}

## Out of Scope
{Explicitly what's NOT included}

## Checklist
- [ ] Requirements refined
- [ ] Acceptance criteria approved
- [ ] Design complete
- [ ] Technical approach agreed
- [ ] Estimated
- [ ] Implementation complete
- [ ] Tests passing
- [ ] Documentation updated
- [ ] Deployed and verified

Deployment Template

DEPLOYMENT TEMPLATE
═══════════════════

TITLE: [DEPLOY] {Service} v{version} to {environment}

LABELS: deployment, operations

DESCRIPTION:
## Deployment Details
- Service: 
- Version: 
- Environment: 
- Scheduled: 
- Duration: 

## Changes Included
- [ ] {Change 1}
- [ ] {Change 2}

## Pre-Deployment Checklist
- [ ] All tests passing
- [ ] Staging verified
- [ ] Database migrations ready
- [ ] Feature flags configured
- [ ] Rollback plan documented
- [ ] On-call engineer identified
- [ ] Communication sent

## Deployment Steps
1. 
2. 
3. 

## Post-Deployment Verification
- [ ] Health checks passing
- [ ] Smoke tests complete
- [ ] Monitoring normal
- [ ] No error spike
- [ ] Customer-facing functionality verified

## Rollback Plan
If issues occur:
1. 
2. 
3. 

## Communication
- [ ] Team notified
- [ ] Stakeholders informed (if major)
- [ ] Post-deploy confirmation sent

Retrospective Template

RETROSPECTIVE TEMPLATE
══════════════════════

TITLE: [RETRO] Sprint {number} - {date}

LABELS: retrospective, team-process

DESCRIPTION:
## Sprint Summary
- Sprint Goal: 
- Velocity: {X} points
- Commitment: {Y} points
- Completion: {Z}%

## What Went Well
-
-
-

## What Could Improve
-
-
-

## Action Items
| Action | Owner | Due |
|--------|-------|-----|
|        |       |     |

## Previous Action Items Review
| Action | Status |
|--------|--------|
| {from last retro} | ✓ Done / ⏳ In Progress / ✗ Dropped |

## Team Health Check
- Pace: 1-5
- Quality: 1-5
- Collaboration: 1-5
- Learning: 1-5

## Checklist
- [ ] Retro scheduled
- [ ] Team prepared
- [ ] Retro facilitated
- [ ] Actions captured
- [ ] Actions assigned
- [ ] Summary shared
- [ ] Actions tracked in backlog

Creating Templates in GitScrum

Template Setup

CREATING A TEMPLATE
═══════════════════

STEP 1: Go to Project Settings
─────────────────────────────────────
Settings → Task Templates → Create New

STEP 2: Define Template
─────────────────────────────────────
Name: Bug Report
Description: Standard bug report template
Icon: 🐛

STEP 3: Configure Defaults
─────────────────────────────────────
Default Labels: bug, needs-triage
Default Assignee: (none)
Default Priority: Medium
Custom Fields:
├── Severity: (blank)
├── Browser: (blank)
└── Affected Version: (blank)

STEP 4: Set Description Template
─────────────────────────────────────
[Paste markdown template]

STEP 5: Add Checklist Items
─────────────────────────────────────
Default Checklist:
├── Bug confirmed reproducible
├── Severity assessed
├── Priority assigned
├── Root cause identified
├── Fix implemented
├── Tests added
├── Tested in staging
├── Deployed to production
└── Verified in production

STEP 6: Save and Test
─────────────────────────────────────
Create a task from template
Verify all fields populated

Using Templates

USING TASK TEMPLATES
════════════════════

METHOD 1: Quick Create
─────────────────────────────────────
Click "+" → Select template type
Fill in specifics
Create

METHOD 2: From Template Gallery
─────────────────────────────────────
New Task → "From Template"
Browse/search templates
Select → Customize → Create

METHOD 3: Keyboard Shortcut
─────────────────────────────────────
Cmd/Ctrl + Shift + T
Type template name
Enter to create

AFTER CREATION:
├── Review pre-filled content
├── Add specific details
├── Adjust labels/priority if needed
├── Assign to owner
└── Ready to work!

Template Management

Template Governance

TEMPLATE GOVERNANCE
═══════════════════

WHO CAN CREATE:
├── Admins: Any template
├── Leads: Team templates
└── Members: Personal templates

REVIEW CADENCE:
├── Quarterly: Review usage
├── Update: Based on feedback
├── Archive: Unused templates
└── Document: Changes made

NAMING CONVENTIONS:
├── [BUG] - Bug reports
├── [FEATURE] - Feature requests
├── [DEPLOY] - Deployments
├── [RETRO] - Retrospectives
├── [ONBOARD] - Onboarding
└── [MAINT] - Maintenance

DOCUMENTATION:
├── When to use each template
├── How to customize
├── Who maintains each
└── Update history

Best Practices

For Task Templates

1. Start with pain points — Template what's inconsistent
2. Include checklists — Don't rely on memory
3. Keep it minimal — Only required fields
4. Review regularly — Update based on usage
5. Get team buy-in — Templates they'll actually use

Anti-Patterns

TEMPLATE MISTAKES:
✗ Too many templates (paralysis)
✗ Too detailed (ignored)
✗ Never updated (outdated)
✗ No ownership (nobody maintains)
✗ Forced on team (not adopted)
✗ No documentation (how to use?)
✗ Duplicates (which one to use?)

Related Solutions

• Building task templates for common workflows
• Creating workflow templates in GitScrum
• Creating board templates in GitScrum