Default task templates in a project: Difference between revisions
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==How to set a default task template when creating a Project== | ==How to set a default task template when creating a Project== | ||
You can set a default task template when creating a [[How to | You can set a default task template when creating a [[How to create a project? | new Project]]. | ||
https://pic.planfix.ru/pf/ve/clLqMo.png | https://pic.planfix.ru/pf/ve/clLqMo.png | ||
==Additional information== | ==Additional information== | ||
'''Note:''' if you specify a Project when creating a Task template, this Template '''will not be set''' as the default template in the specified project. | '''Note:''' if you specify a Project when creating a Task template, this Template '''will not be set''' as the default template in the specified project. | ||
Latest revision as of 12:43, 28 February 2025
You can set a default task template within a Project that will be used to create tasks in the project.
Default task templates in projects are used:
When creating a task in a project using the New task button:
- When sending an email to a project email address.
- When creating a task from a Telegram chat using a Planfix bot.
=How to create a default task template in an existing Project
1. In Project details, in the side panel that opens, by specifying the desired task template.
2. In the form of editing a project that opens when you click the Edit button.
How to set a default task template when creating a Project
You can set a default task template when creating a new Project.
Additional information
Note: if you specify a Project when creating a Task template, this Template will not be set as the default template in the specified project.