Task templates

Task templates

Add a task list template

  1. Click in the upper-right corner.
  2. Select Templates in Portal Settings and click Add 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 and then choose the required option to perform the edit and delete actions. 

Reorder task list template

  1. Navigate to and then choose Templates in Portal Settings.
  2. Select Tasks from the sub-menu.
  3. Click in the upper-right corner reorder the task list templates.
  4. Click Save Task List Templates Order to save the order of the task list templates. 

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 at the bottom of the list to create a new task.

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 your Portal Settings.


Edit / Delete a task template

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

Add a subtask to a task template

  1. Hover over the required task and click .
  2. Select Add Subtask.
  3. Enter the subtask details and click Save.

Reorder task templates

Click Reorder at the bottom of a task list to reorder the existing tasks within a task list.

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