Welcome back dear friends! Zoho Projects makes your work lighter, and quicker by developing a standard structure that adapts to all your projects. Let me not put it up long-winded. Alike, creating project templates , you can also create a standard template for all your tasks.
Here you go with the important things that you can do with Task Templates in Zoho Projects!
For example: You own a wedding planner company. How will you manage your team for successfully running the big day?
What you actually want to do?
Create a rough plan on arranging photographer, stage decoration, costume designers, make-up artists, food and beverage, seating, etc.
What do you do?
Next time, there is another wedding...
What will you do?
Simple as that, you draft a rough plan and start creating project, task lists , tasks and sub tasks.
Again, the next time there is another big wedding event....
The plan is the same, but you end up repeating the same planner every time .
How will you make it easier?
Imagine, if you have a clone tool that duplicates your plan whenever you need! In Zoho Projects, you have Task Templates that help you create a default structure for your tasklists and tasks so that you can reuse them while creating live projects.
Now, you can create a template and use it 'n' number of times in your projects.
How will you create a task template?
While creating a new task list in your projects, just choose the already created template and click Add .
Now, coming back to the second wedding planner. You can create a project named 'Wedding Planner 2' and choose the template created for the first planner. Just click Choose from template and select the requisite template and click Add .
How will you manage your tasks while using templates?
Every task needs a specific time period for meeting the deadlines on-time. So, while adding a task in a template, there are two options called 'Start After' and 'Duration' . Both the fields can be selected according to your convenience: days, weeks, months or hours.
If you want to add a new task in a template, you should specify the Start After and Duration . Say for example, your project's start date is 06/16/2016 [MM/DD/YYYY] , then you can specify the Start After section either in days, months, weeks or hours after the project start date .
Well, now it's your turn. Open your Portal, and start creating Task Templates for effectively managing multiple projects in your Portal.