Default task templates in a project: Difference between revisions
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You can set a default [[task template]] within a [[Projects | Project]] that will be used to create tasks in the project. | 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: | Default task templates in projects are used: | ||
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*When sending an email to a [[project email address]]. | *When sending an email to a [[Project email addresses | project email address]]. | ||
*When creating a task from a [[Telegram]] chat using a Planfix bot. | *When creating a task from a [[Telegram]] chat using a Planfix bot. | ||
===How to create a default task template in an existing Project== | ===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]]. | 1. In Project details, in the side panel that opens, by specifying the desired [[Task templates | task template]]. | ||
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2. In the form | 2. In the form of editing a project that opens when you click the '''Edit button'''. | ||
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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 [[new Project]]. | You can set a default task template when creating a [[How to I create a project? | new 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.