Default task templates in a project: Difference between revisions
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You can set a default [[Task templates | task template]] within a [[Projects | 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''': | |||
https://pic.planfix.ru/pf/di/YdOslM.png | |||
*When sending an email to a [[Project email addresses | 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 templates | task template]]. | |||
https://pic.planfix.ru/pf/UK/veeVs5.png | |||
2. In the form of editing a project that opens when you click the '''Edit button'''. | |||
https://pic.planfix.ru/pf/v8/ySZFzW.png | |||
https://pic.planfix.ru/pf/MH/nShsS7.png | |||
==How to set a default task template when creating a Project== | |||
You can set a default task template when creating a [[How to I create a project? | new Project]]. | |||
https://pic.planfix.ru/pf/ve/clLqMo.png | |||
==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. | |||
Latest revision as of 12:30, 8 January 2024
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.