Task templates
Task templates let you quickly create routine tasks with pre-defined parameters, such as project, assignee, description, etc.
Task templates play an important role in the Planfix ideology since they define the essence of the object Planfix is typically oriented around: the task. Beyond this, task templates let you add new objects to Planfix.
For example, consider a task template called "Client order":
- it can contain additional fields called "Client," "Order date," "Order contents," etc.;
- it can be in a project called "Client orders";
- it can have a process called "Client orders," with its own status set and scripts;
- the assignee in the template can be set to the "Dispatchers" group.
This transforms a task template into a new object, called Client orders. Tasks created using this template will essentially be client orders: they will automatically contain order data, be located in the same project as other orders, go through the order lifecycle, and be completed by dispatchers, who work with the order from the moment it's created until the moment it's completed.
By default, there is at least one template in each account, called the Standard template. Tasks are created using this template if no other template is selected. This template can be modified, but it cannot be deleted. You can create any number of templates, and you can set which one will be used by default.
- How do I create a task template?
- How are task templates used?
- What can be set in a template?
- Variables in task templates
- Access to task templates
- How can I configure the visibility of a task template?
- Default task template
- Template filters
- How to create a task template?
- How to use task template?
- What can be set in the template?
- Variables in task templates
- How to set visibility of task template?
- Access to task templates
Additional information:
Relations between task and template
The challenge created by the template will be associated with him in all that concerns the form but not the content of the template. That is:
- if the template will be amended on the form (e.g. a new field added or some of the details will be submitted to the main tasks panel), then these changes will automatically appear in all the tasks created with this template;
- if the template will be changes in content (e.g., added by), it will not affect the created with the template tasks.
Templates of task trees
In Planfix have the ability to create templates for task groups. More information can be found in Planfix blog.