How are task templates used?: Difference between revisions
From Planfix
No edit summary |
No edit summary |
||
| (2 intermediate revisions by one other user not shown) | |||
| Line 1: | Line 1: | ||
When creating a task, select the desired template from the list: | When creating a task, select the desired [[Task templates | template]] from the list: | ||
| Line 9: | Line 9: | ||
===Please note=== | ===Please note=== | ||
In order for a task template to appear in the list for selection when creating a task, you need to configure its visibility. | In order for a task template to appear in the list for selection when creating a task, you need to [[How to configure the visibility of a task template? | configure its visibility]]. | ||
Latest revision as of 09:29, 30 June 2023
When creating a task, select the desired template from the list:
All fields previously set in the template are loaded into the task-creation form.
Please note
In order for a task template to appear in the list for selection when creating a task, you need to configure its visibility.
Important
A task created using a template will be linked to the template's format, not its contents. This means that:
- if there are changes made to the template that is associated with the form (such as adding a new field) these changes will automatically be displayed in all tasks created using the template;
- but if there are changes made to the contents of the template (such as adding an assignee) this won't be reflected in the tasks that have already been created using the template. However, new tasks created using the template after this point will have the additional assignee.