Variables in task templates

You can use variables in the names and descriptions of tasks. A variable takes the form of a field from a task or other object, contained in double curly brackets.

Example: the variable that stores the current date:

{{System.Today}}

Variables are added to task templates when creating or editing templates. When you create a task using a template, each variable's value at the time the task is created will be used in place of the variable.

Adding variables to task templates

In the interface for creating a template, there's a link above the task name that leads to a list of available variables:

Among the variables available are

• about 30 system variables that let you display time, date, day of the week, month, and year, in various formats;
• all variables having to do with the tasks, including variables for each custom field;
• variables for each field of any directory that is used in task fields;
• all variables having to do with the project each task is created in, including custom project fields;
• all variables having to do with task counterparties, including any data from client cards;
• all variables having to do with the parent task of the current task, including data from its counterparty or directories used in it.

When you create a task using a template, each variable's value at the time the task is created will be used in place of the variable.

Examples of using variables

Variables can be used to number incoming requests:

And for getting requests with numbers in their name, regardless of how they were created:

For distinguishing between typical tasks in various projects

• Using a custom project reference name field:

Getting tasks with project reference names:

For naming periodic tasks:

for setting intuitive names for recurring tasks:

Please note

• Variables are replaced with specific values one time when a task is created from a template.
• If a task made based on a template is created as a Draft, the variables in the task will be replaced with values when the task is switched to working status.
• Variables in tasks are available only in paid and premium accounts.

Additional information

• Using variables in text

Go To

• Task templates
• Tasks
• Feature Description