Task Template Builder

📋 Task Template Generator – Automate Workflow & Project Tasks

Create reusable task templates and accelerate workflow setup for projects, teams, and daily operations. Ideal for agencies, project managers, and productivity-focused teams. Save time by generating structured steps, acceptance criteria, dependencies, and automation hints in one run—no manual SOP writing from scratch.

How it works: you pass a list of task definitions (tasks: titles, goals, categories, optional hints). The actor classifies each item, then emits deterministic, rule-based templates (checklist, SOP, project task, automation JSON, or hybrid). No paid external APIs—all generation is built-in logic.

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Optimized description

Task Template Builder is a powerful template generator for structured workflows: batch-create playbooks for sales follow-ups, HR onboarding, marketing launches, support SOPs, and operations. Export from Apify as JSON, CSV, or Excel, or save a combined bundle to the key-value store for downstream tools.

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🚀 Start creating task templates

Generate structured tasks instantly and streamline your workflow.

👉 Reusable templates from a single tasks array
👉 Five template modes (checklist → hybrid)
👉 Smart defaults for priority, time, recurrence, roles, tags
👉 No external API keys — rule-based only

Click Run in Apify, then open the Dataset (and optional KV export).

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🧠 What this tool does

This actor does not replace Asana/Linear/Jira—it produces template content you can paste, import, or automate elsewhere.

Instead of rewriting checklists repeatedly, you:

• Define multiple tasks per run (tasks JSON array — required)
• Get steps, optional subtasks, acceptance criteria, dependencies, required inputs, automation hints, recurrence suggestions, tags, and markdownTemplate + jsonTemplate fields (depending on outputStyle)
• Optionally write everything to dataset, kv_store, or both (outputMode)

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⚡ Key features

Feature	Detail
Batch generation	One Apify run → many templates (maxTasks cap)
Task classification	Infers taskType from keywords (follow-up, content, onboarding, support, etc.)
Template modes	checklist, sop, project_task, automation_json, hybrid (default)
Configurable sections	Toggle subtasks, acceptance criteria, dependencies, automation hints, time/role/tag blocks
Dual format	structured_json, markdown_like, or both
Operational output	Dataset rows + optional combined KV blob (TASK_TEMPLATE_OUTPUT by default)
Resilience	Bad rows → type: __error__; final __summary__ row

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🎯 Real-world use cases

Area	Example
Project management	Standard kickoff / delivery checklists per project type
Agency workflows	Client onboarding, SEO sprints, campaign launch playbooks
Team operations	Weekly reviews, reporting cadences, admin routines
Productivity systems	Personal or team template libraries from a seed list
Sales & support	Follow-up sequences, ticket handling SOPs

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🛠️ How to use

1. Open the actor on Apify → Input.
2. Provide the tasks array (each item needs at least title or goal).
3. Choose templateMode, outputStyle, optional toggles (includeSubtasks, includeAcceptanceCriteria, …).
4. Set outputMode (dataset, kv_store, or both).
5. Run → Dataset → download CSV/JSON/Excel or consume via API.
6. (Optional) Schedule runs whenever you onboard new playbook batches.

Local run

cd task-template-builder
pip install -r requirements.txt
python main.py

Uses INPUT.json when running outside Apify (same shape as Console input).

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Input configuration

Field	Description
tasks (required)	Array of { title?, goal?, category?, context?, priorityHint?, estimatedMinutes?, recurrenceHint?, ownerRole?, department?, inputNotes? }
templateMode	checklist | sop | project_task | automation_json | hybrid
includeSubtasks, includeAcceptanceCriteria, includeDependencies, includeRecurrenceSuggestion, includeAutomationHints, includeTimeEstimate, includeRoleSuggestion, includeTags, normalizePriority	Section toggles (defaults mostly true)
outputStyle	structured_json | markdown_like | both
outputMode	dataset | kv_store | both
outputKvStoreKey	KV key for combined export (default TASK_TEMPLATE_OUTPUT)
maxTasks	Upper bound per run (default 100, max 1000)
includeDebugFields	Add classification/debug metadata

Full schema: INPUT_SCHEMA.json.

Example input

{
  "tasks": [
    {
      "title": "Follow up with new lead after demo",
      "goal": "Send a structured follow-up after a product demo",
      "category": "sales",
      "priorityHint": "high"
    },
    {
      "title": "Publish weekly blog post",
      "goal": "Write and publish this week's blog post",
      "category": "content",
      "recurrenceHint": "weekly"
    }
  ],
  "templateMode": "hybrid",
  "outputStyle": "both",
  "outputMode": "dataset"
}

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📦 Output

Each successful task yields a type: task_template row with fields such as:

• inputTitle, normalizedTitle, goal, category, taskType
• description, ownerRole, department, priority, estimatedMinutes
• steps[], optional subtasks[], acceptanceCriteria[], dependencies[], requiredInputs[]
• automationHints[], recurrenceSuggestion, tags[]
• markdownTemplate and/or jsonTemplate (per outputStyle)
• timestamp

A type: __summary__ row aggregates counts. Errors use type: __error__.

Minimal shape (truncated):

{
  "type": "task_template",
  "inputTitle": "Follow up with new lead after demo",
  "taskType": "follow_up",
  "templateMode": "hybrid",
  "priority": "high",
  "steps": [{ "stepNumber": 1, "title": "…", "details": "…" }],
  "markdownTemplate": "# …",
  "jsonTemplate": { "templateKind": "…" },
  "timestamp": "2026-04-01T10:00:00+00:00"
}

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🔄 Supported workflows (conceptual)

Templates are usable for recurring project workflows, marketing campaigns, sales motions, ops, and daily routines. Integration with PM tools happens by copying Markdown/JSON, using the dataset API, or building a downstream actor—not via built-in connectors to third-party SaaS accounts.

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📊 Benefits

• Cuts repetitive documentation time
• Improves consistency across teams
• Gives starting structure before human refinement
• Scales batch generation via maxTasks

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❓ Frequently asked questions

Question	Answer
vs. a normal task manager?	This generates reusable template content—it doesn’t manage live tasks inside a PM app.
Customization?	Yes—supply titles, goals, categories, recurrence/priority hints, and toggle output sections.
Individuals vs teams?	Works for solo operators or organizations standardizing libraries.
Recurring projects?	Yes—encode recurrence hints per task row and reuse the same playbook pattern.
Integrates with PM tools?	Export Markdown/JSON/CSV from Apify; import into ClickUp/Notion/etc. manually or via automation you build.
Technical skills?	No code required—JSON input is edited in Console. Developers can call the API.
Multiple templates per run?	Yes—that’s the default tasks array.
Scale?	Use maxTasks and scheduled runs within Apify quotas.

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Template modes & output destinations

templateMode	Best for
checklist	Quick bullets
sop	Step-by-step runbooks
project_task	PM-oriented fields
automation_json	Machine-friendly payloads
hybrid	JSON + Markdown together

outputMode	Behavior
dataset	One row per template + summary (default)
kv_store	Combined export under outputKvStoreKey
both	Dataset + KV

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Limitations

• Rule-based archetypes—not custom org-specific regulation text out of the box.
• English outputs today.
• No LLM calls inside this repo—deterministic templating only.
• Specialized compliance SOPs may still need SME review after generation.

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Future roadmap (ideas)

• CSV import helpers
• Deeper exporters for named PM tools
• Multilingual variants
• Optional AI refinement with external credentials (outside current core)

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📈 Why use this tool?

Manual task documentation is slow and inconsistent. This actor delivers immediate structure—ready to edit, approve, and deploy—straight from structured input.

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🚀 Get started

Paste your tasks list, choose hybrid + both output formats for maximum flexibility, run on Apify, and download your first template bundle from the Dataset tab.