Task templates
From Planfix
Task templates let you quickly create routine tasks and other objects with pre-defined parameters, such as project, assignee, description, etc.
By default, there is at least one template in each account, called the Standard template. Tasks are created using this template if no other template is selected. This template can be modified, but it cannot be deleted.
You can create any number of templates and set which one will be used by default.
- How to create a task template?
- How are task templates used?
- What can be set in a template?
- Variables in task templates
- Access to task templates
- How to configure the visibility of a task template?
- Default task template
- Template filters
Additional information
- If changes are made to a template (for example, an assignee is added), this will not affect tasks already created from that template. But all tasks created from the template from that moment on will contain the assigned assignee.
- Planfix lets you create templates for task trees. By creating a template tree in the "Templates" section, you get the ability to quickly create a similar task tree by selecting the root (the very first) template of that tree when creating a task.
- Before the introduction of Objects, task templates were used to define the task form. You could add the required custom fields to a template and thereby obtain the needed object: Deal, Meeting, Request, etc. Currently, task templates no longer provide this function. In older accounts, the ability to add fields to task templates is preserved for backward compatibility. Still, even there, we recommend using Objects as a more functional way to configure Planfix.