Task templates as part of project templates: Difference between revisions
From Planfix
No edit summary |
No edit summary |
||
| (10 intermediate revisions by the same user not shown) | |||
| Line 1: | Line 1: | ||
After creating a [[Project templates | Project template]], you are taken to the template's task list. This list doesn't display any actual tasks; it displays the templates that were used to create them. By default, this list is empty. You can fill the list with task templates so that when you create a project using this project template, you simultaneously create a set of tasks within the project using the task templates you set ahead of time. | After creating a [[Project templates | Project template]], you are taken to the template's task list. This list doesn't display any actual tasks; it displays the [[Task templates | templates]] that were used to create them. | ||
By default, this list is empty. You can fill the list with task templates so that when you create a project using this project template, you simultaneously create a set of tasks within the project using the task templates you set ahead of time. | |||
Creating task templates as part of a project template | |||
To create task templates as part of a project template, go to the project and click the New task template button. | ==Creating task templates as part of a project template== | ||
To create task templates as part of a project template, go to the project and click the '''New task template button'''. | |||
https://pic.planfix.ru/pf/aA/2F20Gv.png | |||
The standard form for creating a task template opens. | The standard form for creating a [[Task templates | task template]] opens. | ||
Adding existing task templates to a project template | == Adding existing task templates to a project template == | ||
You can also add existing Task templates to a Project template. To do this, go into Editing mode in the existing Task template and select the desired Project template for "Project" (display view - Templates): | You can also add existing Task templates to a Project template. To do this, go into Editing mode in the existing [[Task templates | task template]] and select the desired Project template for "Project" (display view - Templates): | ||
https://pic.planfix.ru/pf/xj/lnFv4I.png | |||
Additional information | == Additional information == | ||
If you are modifying a project template in an existing project, the tasks added to the project template in question will not be created. Tasks based on templates that are part of a project template are only created when you create a new project based on the project template. | *If you are modifying a project template in an existing project, the tasks added to the project template in question will not be created. Tasks based on templates that are part of a project template are only created when you create a new project based on the project template. | ||
==Go To == | == Go To == | ||
*[[Project templates]] | *[[Project templates]] | ||
*[[Projects]] | *[[Projects]] | ||
*[[Feature Description]] | *[[Feature Description]] | ||
Latest revision as of 06:14, 9 May 2020
After creating a Project template, you are taken to the template's task list. This list doesn't display any actual tasks; it displays the templates that were used to create them.
By default, this list is empty. You can fill the list with task templates so that when you create a project using this project template, you simultaneously create a set of tasks within the project using the task templates you set ahead of time.
Creating task templates as part of a project template
To create task templates as part of a project template, go to the project and click the New task template button.
The standard form for creating a task template opens.
Adding existing task templates to a project template
You can also add existing Task templates to a Project template. To do this, go into Editing mode in the existing task template and select the desired Project template for "Project" (display view - Templates):
Additional information
- If you are modifying a project template in an existing project, the tasks added to the project template in question will not be created. Tasks based on templates that are part of a project template are only created when you create a new project based on the project template.