Using Task Templates

Task Templates give you a way to create a set of tasks that can be reused on similar deliverables later on, saving you the trouble of creating the same tasks over and over.

Creating a new Task Template

The easiest way to create a task template is to find an entity that already has a set of tasks that you’d like to reuse.

From a Tasks page:

  1. Group the Tasks by the “Link” field
  2. Click the ellipsis button next to the entity name
  3. Choose “Save Tasks as Task Template”
  4. Provide a name for the Task Template
  5. Click “Create Task Template”

mceclip0.png

Alternatively you can create new Task Templates from scratch, to do so see Manage Task Templates.

Applying a Task Template

You can apply (or reapply) a Task Template to a single entity in any of the following ways:

When creating a new entity:

  1. Click “Add [entity type]…”
  2. In the form that appears, if the Task Template field is not shown, click “More Fields” and choose it from the dropdown
  3. In the Task Template field, choose the template you want to apply
  4. Click “Create [entity type]”

When browsing a list of entities:

  1. Either right-click the entity and choose “Apply Task Template”, or reveal the “Task Template”  field and click it (tip: if no template has been applied previously, clicking the pencil icon directly will show a dropdown list of templates directly)
  2. Choose the Task Template you want to apply
  3. Click “Apply selected”

From a Tasks page:

  1. Group the Tasks by the “Link” field
  2. Click the ellipsis button next to the entity name
  3. Choose “Apply Task Template”
  4. Choose the Task Template you want to apply
  5. Click “Apply selected”

You can apply (or reapply) a Task Template to multiple entities in the following way:

When browsing a list of entities:

  1. Select the entities you want to update.
  2. Either right-click the entities, or click the “More” dropdown button
  3. Choose “Edit Task Template for [# entity types]…”
  4. Choose the Task Template you want to apply
  5. Click “Apply selected”

New tasks will then be added to the chosen entities.

Note that when applying Task Templates to entities that already have tasks, you will be prompted to send any tasks that are not part of the newly selected template to the trash.

mceclip1.png

Additional considerations for working with Task Templates

What gets saved

When saving Task Templates from a set of tasks, only the following fields are preserved for each task in the resulting template:

  • Task name
  • Pipeline step
  • Duration
  • Upstream and downstream dependencies

What gets applied

When applying Task Templates, all the information stored on each task in the template is preserved. See Manage Task Templates for more information on how to edit this information.

Project-specific considerations

You can specify a default Task Template to be used in each project. To do so, go to the project’s Tracking Settings, choose the entity type, view the properties tab and change the “Default Task Template” setting.

You can limit specific Task Templates to specific projects. See Manage Task Templates for more information.

Permissions considerations

To be able to save Task Templates, Task Templates > Create must be checked in the user’s permission role.

To be able to apply Task Templates to a specific entity type, Task Templates > See, [Entity type] > Edit, and [Entity type] > Fields > Task Template > Edit must all be checked in the user’s permission role.

Follow

0 Comments

Please sign in to leave a comment.