Task Templates
Add a Task List Template
- Click
in the upper-right corner. - Navigate to Customization > Task Templates.
- Click Create a Task List Template in the upper-right corner to add a new task list template.
Edit / Delete Task List Template
- Hover over the desired task list template to edit
- Click
and then choose the required option to perform the edit and delete actions.
Reorder Task List Template
- Navigate to > Customization > Task Templates.
- Click
in the upper-right corner reorder the task list templates. - Click Save Task List Templates Order to save the order of the task list templates.
Add a Task to a Template
- Select Templates in Portal Settings to view all the task list templates in your project.
- 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.
Edit / Delete a Task Template
- Hover over the desired task to edit.
- Click
Add a Subtask to a Task Template
- Hover over the required task.
- Click
- Enter the subtask details and click Add.
Reorder Task List Templates
- Click
in the top left corner.
- Reorder the task list based on preference.
- Click Save Task List Templates Order.
Reorder Tasks in a Task List in a Template
- Hover over a task list and click
.
- Hover over a task and drag and drop the reorder icon (
) to change the position of the task.
- Click Save Order.
See Also
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