Skip to main content

​
What is a template?

A template is a saved snapshot of a chain — all its tasks, subtasks, notes, links, and structure — that you can clone and reuse whenever you need to run the same sequence again. Templates are useful for recurring multi-step processes: onboarding a client, organizing an event, launching a product, or any workflow you run more than once.

​
Saving a chain as a template

  1. Open a chain from the /chains page
  2. Click Save as template in the header
  3. Fill in the template details:
    • Name — what to call this template (pre-filled with the chain name)
    • Description — optional context about when to use it
    • AI generalize — Tandem rewrites task titles and notes to remove specifics (names, quantities, proper nouns) and replace them with generic roles. For example, “Order 8 centerpieces for Alex’s wedding” becomes “Order centerpieces for the event.” Use this when you want a template others can use for different contexts.
    • Permissions — who can see and use the template:
      • Only me — private
      • Connections — visible to your Tandem connections
      • Share link — anyone with the link can use it
    • Max uses (share link only) — limit how many times the template can be cloned. Leave blank for unlimited.

​
Using a template

Go to /templates to see all templates you’ve saved. Click Use on any template to clone it. When you clone a template, pick a target date — the date your chain is working toward (the event, deadline, or launch). Tandem shifts all task deadlines proportionally, anchoring to that date. Once cloned, the new chain appears in your /chains list and all tasks appear in your task list, ready to work on.

​
Sharing a template

If you saved a template with Share link permission, a Copy share link button appears on the template card. Send that link to anyone — when they visit it, they’ll see the template and can clone it for themselves. Each use counts against the max-use limit you set. Once the limit is reached, the link stops working.

​
Re-dating tasks when cloning

Tandem anchors the date shift to the latest hard deadline in the chain. All other deadlines are shifted by the same amount relative to the new target date, preserving the spacing between tasks. For example, if your original chain had tasks with deadlines 14 days, 7 days, and 1 day before a final deadline, the cloned chain will have the same spacing — just anchored to your new target date.