Once that’s done, we can go in and start creating our new template.
First, let’s duplicate the existing 🗂 Task with Sub-tasks Database Template:
Now, we can open our newly created template as a full page and start editing. Make sure there is a bar at the top saying You’re editing a template in ✅ All Tasks [UB].
Name your template accordingly and choose your emoji.
You can, of course, fill out any properties of the main task itself, if you need that. In my example, I’ve filled out the Project and Contexts properties. (Keep in mind these will be the same each time you duplicate the template).
Before we start adding our tasks, we need to remove one filter from the linked database view that displays our sub-tasks. This is so that our tasks will be correctly connected to their parent task once we start duplicating the template.
Removing this filter will result in many more tasks showing up. But don’t worry about that! This is just temporary, to make sure our new tasks get connected properly, and we don’t fall into a Notion bug that will incorrectly connect our tasks later on.
Now, let’s add our sub-tasks. Feel free to fill out their properties - they’ll stay filled, even after we drag these out.
As you can see, I’ve added six different sub-tasks, and all of them have a due date.
To create our duplicatable template, we need to drag all of these tasks out of the database and into the page below. They’ll become their own, individual pages, but they’ll magically retain their properties.
And now, our template is almost ready to duplicate! Don’t worry about our sub-tasks being plain pages with no properties. Once you duplicate the template, and drag them back into the database, their properties will come back!
Before we start using our new template, we need to bring back the self-referential filter we removed in the second step of this guide. Without that, our duplicatable tasks wouldn’t actually be sub-tasks.
The filter should be
Parent Task → Contains → [Our template name]. When you start searching for pages in the filter window, choose the first one - it’s our template. That way, our database view here will reference itself, once it is duplicated.
This is called a self-referential filter.
Now, we’re ready to start using our template!