Task templates as part of project templates: Difference between revisions

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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.
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'''.
 
   
   
<screenshot>
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):
 
   
   
<screenshot>
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.


2F20Gv.png


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):


lnFv4I.png


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.


Go To