Task Templates | Online Help | Zoho Projects

Task Templates

Task Template is a set of tasks grouped under a Task List Template. This template can be used whenever a user wants to create a task lists with similar tasks.

Add a Task List Template

  1. Click   in the upper-right corner of the top navigation band.
  2. Navigate to Customization > Task Templates.
  3. Click Create a Task List Template in the upper-right corner to add a new task list template. 

Edit / Delete Task List Template

  1. Hover over the desired task list template to edit
  2. Click  to the left of the template and then choose the required option to perform the edit and delete actions. 

Add a Task to a Template

  1. Select Templates in Portal Settings to view all the task list templates in your project.
  2. Navigate to the desired task list template and click Add Task next to the template title.
While adding tasks to a template you can choose to start the tasks after a few days, weeks, months or even hours after the project start date. However, the hrs option is displayed in the task's Start After field only if you've set your Task Duration in hours in your Module Configuration found within Portal Settings.

Add a Subtask to a Task Template

  1. Hover over the required task.
  2. Click  and then choose Add Subtask
  3. Enter the subtask details and click Add.

Reorder Tasks in a Template

  1. Hover over the required task list.
  2. Clickand then drag and drop tasks to reorder.

Edit or Delete Tasks in a Template

  1. Hover over the required task.
  2. Click  and then choose the relevant option to edit or delete a task.

Reorder Task List Templates

  1. Clickin the top left corner.
  2. Reorder the task list based on preference.
  3. Click Save Task List Templates Order

Reorder Tasks in a Task List in a Template

  1. Hover over a task list and click .
  2. Hover over a task and drag and drop the reorder icon () to change the position of the task.
  3. Click Save Order.

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