Task templates can be created which can be used while creating projects to assign tasks. You can create templates with checklist that can be assigned to any of the team members. By default, the task will be assigned to the owner specified while creating the template, however, you can edit them if required.
To create a task template, you can follow the steps below:
- From Organization Settings, click PROJECT > Task Template.
- The Organization Settings -Task Template page will be displayed. Click Create New.
The Create New Task Template pop-up will be displayed.
- Enter a name for the task, select the owner, specify the start and due dates, priority, and description.
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Note: You can specify the task’s actual start and due date from the drop-down options. Once the task is added to the project. You can select from the options displayed below.
For example, if you have set the task to be created 5 days after a project, and the task is added to the project after 6 days, the task will start immediately. However, if it is added 3 days after project creation, the task will start 2 days later, that is 5 days after project creation. The same is applicable for before/after project due date as well. However if task is set as a part of project workflow, it is expected to be added to the project along with project creation. |
- To add a checklist, click Add new check list. You can create multiple checklists.
- To create this task along with project creation (if selected as a part of workflow services), select the checkbox.
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Note: You can then select the project type from the list for which the task has to be created.
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- Click CREATE. Task template will be created and will be available for selection during project creation.
Project Task Creation
You can create tasks for project from scratch or by importing from task templates. To create a project task from templates, you can follow the steps below:
- Click TASKS tab of the project.
- Click ADD TASK and select Import from Template.
- The Import Task from Template pop-up will be displayed. Select the required tasks and click IMPORT.
The task will be added as shown below:
- You can add the task to iCal, Google Calendar, and Outlook by clicking their respective icons.
- You can add comments by clicking the comments icon.
- To edit or delete the task click the edit and delete icons respectively.
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Note: While editing you can assign the task to any other project team members. |
- To mark the task as complete, click the tick icon.