Templates

Task Templates

Templates save you time by pre-defining the tasks for your releases. Create once, reuse forever. Available on Solo plan and above.

Using Templates

When creating a new release, select a template to automatically generate tasks. You can also apply a template to an existing release from the Tasks tab.

Creating a Template

1. Go to Templates from the sidebar
2. Click Create Template
3. Name your template and add a description
4. Add tasks by phase: Pre-production, Distribution, Marketing, Release Day, Post-release
5. For each task, set: Task name, Offset days, Required status, Description

Template Task Offset Days

Offset days determine when a task is due relative to the release date: -30 = 30 days before, -7 = 1 week before, 0 = Release day, +7 = 1 week after.

Marketing Activity Templates

Templates can also include marketing activities that will be added to the Marketing Planner when applied.

Default Template

ReleaseLoop includes a default Standard Release template based on industry best practices.