View source for What can be set in a template?

[[Task templates | Templates]] allow you to define the following information about tasks created using it:


1. '''The set of task fields''': which fields (including [[custom fields]]) will exist in the tasks created.

2. '''The data automatically populated in the task''': for example, you can define the [[Task assignees | assignee(s)]], [[Projects | project]], and more ahead of time to speed up the task creation process.

3. The [[Processes | process]] by which the '''task will complete its lifecycle''': which [[Task statuses | statuses]] the task can have and what additional logic will guide it from start to finish.

4. '''Displaying data in the main field of the task card'''. You can [[Displaying custom fields when viewing a task | configure]] which of the fields will be displayed in the main task card and which will be displayed in the additional information panel.

5. '''Configuring objects linked to a task'''. For example, you can set the template that will be used to create a task's [[subtasks]] or [[Quickly create a counterparty in a task | counterparties]].



== Go To ==
*[[Task templates]]
*[[Tasks]]
*[[Feature Description]]