Task templates as part of project templates: Difference between revisions

From Planfix
Jump to: navigation, search
No edit summary
No edit summary
 
(2 intermediate revisions by the same user not shown)
Line 11: Line 11:


   
   
The standard form for creating a [[Task Templates | 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 templates | 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.





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