Standard Professional Advanced
Article applies to:
To access the Task Templates section:
  1. Click 'ADMINISTRATION' on the left hand nav bar.
  2. Click 'Task Templates' in the 'Workflow' subsection.

 

To add a new Task Template:
  1. Click 'Add New Template' to open a new pop-up window.
  2. Enter a name for the Template in the text box next to 'Template Name'
  3. Enter a number for the 'Display Order', this only affects the order templates are shown in the Task Templates section.
  4. Click 'FINISH'.
  5. A new task template will be created in the Task Templates window.
  6. Use the drop-down box 'Add Tasks' to select the number of tasks to add.
  7. Enter the task information in the normal way. Clicking the '+' symbol will display more detailed information. Refer to this article for more details on adding tasks.
  8. Click 'FINISH'.
 
To create a new Task Template from existing Project Tasks:
  1. Access the 'Project Details Page' for the relevant Project.
  2. Click 'Copy' in the 'Project Tasks' section to open a new window.
  3. Click 'Create New Task Template'.
  4. Enter a 'Template Name' and 'Display Order' in the text boxes.
  5. Tick the checkboxes of the tasks that need to be copied.
  6. It is possible to edit details of the selected tasks at the same time if desired.
  7. Click the 'COPY TASKS' button, the window will refresh and can now be closed.

 

To edit a Task Template:
  1. Click 'Edit' next to the relevant Task Template name to open a new pop-up window.
  2. Enter a name for the Template in the text box next to 'Template Name'
  3. Enter a number for the 'Display Order', this only affects the order templates are shown in the Task Templates section.
  4. Click 'FINISH'.
 
To edit Tasks within a Task Template:
  1. Click the  icon next to the relevant Task.
  2. Refer to this article for more details on editing a task.
  3. Click 'FINISH'.
To delete Tasks within a Task Template:
  1. Click the  icon next to the relevant Task.
  2. Click 'Ok' on the confirmation prompt.
To delete a Task Template:
  1. Click 'Delete' next to the relevant Task Template name.
  2. Click 'Ok' on the confirmation prompt.
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