Variables in task templates

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In the title and description of tasks, you can use different variables.

Adding variables

Variables are added to Task templates when they are created or edited.

When a task is created using a template, the current value is substituted for the variable.

Above the task name there is a link to the list of available variables:

Among the variables available are:

• about 30 system variables that allow displaying in different formats time, date, day of the week, month and year;

• all variables related to the task, including variables for each custom field;

• Variables for each props of any directory, which is used in task fields;

• all variables related to project in which the task is created - including custom fields of the project;

• all variables related to contractor's tasks, including any data from customer card;

• all variables related to the task of the current task, including data from the card of its counterparty or the directories used in it.

When a task is created using a template, the current value is substituted for the variable.

Examples of using variables

You can use variables to number incoming applications:

And get applications with numbers in the title, regardless of the way they are created:

To distinguish between typical tasks that are in different projects:

Using the custom field Project code:

Get tasks with the project code in the title:

For the title periodic tasks:

to get the visual names of periodic tasks:

Note:

• Replacing a variable with a specific value occurs once, at the time the task is created from the template.
• If a task is created from the template in the status Draft, the change of variables to the values ​​in it will occur at the time the task is transferred to one of the workers statuses.
• Variables in tasks are available only in paid and premium accounts.

Go To

• Task templates
• Tasks