Default task templates in a project: Difference between revisions
From Planfix
No edit summary |
No edit summary |
||
| Line 20: | Line 20: | ||
2. In the form for editing a project that opens when you click the Edit button. | 2. In the form for editing a project that opens when you click the '''Edit button'''. | ||
| Line 30: | Line 30: | ||
==How to set a default task template when creating a Project== | ==How to set a default task template when creating a Project== | ||
You can set a default task template when creating a new Project. | You can set a default task template when creating a [[new Project]]. | ||
Revision as of 00:30, 7 May 2020
You can set a default task template within a Project that will be used to create tasks in the project.
Default task templates in projects are used:
When creating a task in a project using the New task button:
- When sending an email to a project email address.
- When creating a task from a Telegram chat using a Planfix bot.
=How to create a default task template in an existing Project
1. In Project details, in the side panel that opens, by specifying the desired task template.
2. In the form for editing a project that opens when you click the Edit button.
How to set a default task template when creating a Project
You can set a default task template when creating a new Project.
Additional information
Note: if you specify a Project when creating a Task template, this Template will not be set as the default template in the specified project.