Default task templates in a project: Difference between revisions

From Planfix
Jump to: navigation, search
No edit summary
No edit summary
Line 9: Line 9:


   
   
*When sending an email to a [[project email address]].
*When sending an email to a [[Project email addresses | project email address]].
*When creating a task from a [[Telegram]] chat using a Planfix bot.
*When creating a task from a [[Telegram]] chat using a Planfix bot.



Revision as of 06:00, 9 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:


YdOslM.png



=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.


veeVs5.png


2. In the form for editing a project that opens when you click the Edit button.


ySZFzW.png


nShsS7.png


How to set a default task template when creating a Project

You can set a default task template when creating a new Project.


clLqMo.png


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.


Go To