Task templates
The following article describes how templates for tasks and test tasks can be created and used. It also describes how cross-project templates can be created and edited.
Directly to the following sections:
Select and use templates
Create templates for tasks
Create templates for test tasks
Cross-project templates
When a new task or test task is created, a template can be selected via the Use template icon.
When a template is selected, all information filled in the template is transferred to the new task.
The planning (due date) and coordination (meeting and agenda item) divisions must be entered by the user.
Fields that have been filled in from the template can be edited.
To create a new template or select an existing template, you can first create a new task via + New.
How tasks are created is described in more detail in the following article: Create task
Templates for model tasks can also be created, for which a new model task must first be created.
How model tasks are created is described in more detail in the following article: Model tasks
To then display the templates, click on the Use template icon.
In the following window, a template can be selected or a new template can be created using the + symbol.
An existing template can be edited, pinned, copied or deleted via the ... symbol.
The following information can then be filled in the template. The completed fields are transferred to the new task when the template is selected.
Not all fields have to be filled in, empty fields are not accepted.
The template can be saved via Save.
Task title
Categories
Visibility of the template: project (visible to all users in the project)
Visibility of the template: teams / groups (visible for selected teams and contact groups)
Visibility of the template: personal (only visible to yourself)
Template title: Title of the template that is displayed during selection (is not transferred to the task)
Template description: Description of the template that is displayed during selection (is not transferred to the task)
Task description (description text incl. Attachments and links)
Checklist
Responsible user
Users involved
To create a new template for review tasks or to select an existing template, the status of a document can be set to Review.
This allows you to create a test task.
How test tasks are created is described in more detail in the following article: Test tasks
To then display the templates, click on the Use template icon.
In the following window, a template can be selected or a new template can be created using the + symbol.
The following information can then be filled in the template. The completed fields are transferred to the new test task when the template is selected.
Not all fields have to be filled in, empty fields are not accepted.
The template can be saved via Save.
Task title
Categories
Visibility of the template: project (visible to all users in the project)
Visibility of the template: teams / groups (visible for selected teams and contact groups)
Visibility of the template: personal (only visible to yourself)
Template title: Title of the template that is displayed during selection (is not transferred to the task)
Template description: Description of the template that is displayed during selection (is not transferred to the task)
Task description (description text incl. Attachments and links)
Inspection process: list of inspection points consisting of title, responsible user and due date (due date is defined in working days)
Responsible user
In addition to the project templates, it is possible to create cross-project templates for tasks and test tasks.
These templates are available to all of a company's collaborators across all projects.
Cross-project templates are only available for companies with a team package.
The template tasks for companies can be called up and edited via the Use template button.
Using and editing the company templates works in the same way as with the project templates.
The following sections describe how to create and edit templates for tasks and test tasks:
Create templates for tasks
Create templates for test tasks
For company templates, you can choose between Company and Personal. If Company is selected, the template appears for all of the company's collaborators. If Personal is selected, the template is only available for the person creating it.
The templates can be edited by all persons in the company.
In the cross-project templates, only the fields that are identical in each project are available. For example, no categories can be set as these are different in each project.
Templates, Tasks Templates
Directly to the following sections:
Select and use templates
Create templates for tasks
Create templates for test tasks
Cross-project templates
Select and use templates
When a new task or test task is created, a template can be selected via the Use template icon.
When a template is selected, all information filled in the template is transferred to the new task.
The planning (due date) and coordination (meeting and agenda item) divisions must be entered by the user.
Fields that have been filled in from the template can be edited.
Create templates for tasks
To create a new template or select an existing template, you can first create a new task via + New.
How tasks are created is described in more detail in the following article: Create task
Templates for model tasks can also be created, for which a new model task must first be created.
How model tasks are created is described in more detail in the following article: Model tasks
To then display the templates, click on the Use template icon.
In the following window, a template can be selected or a new template can be created using the + symbol.
An existing template can be edited, pinned, copied or deleted via the ... symbol.
The following information can then be filled in the template. The completed fields are transferred to the new task when the template is selected.
Not all fields have to be filled in, empty fields are not accepted.
The template can be saved via Save.
Task title
Categories
Visibility of the template: project (visible to all users in the project)
Visibility of the template: teams / groups (visible for selected teams and contact groups)
Visibility of the template: personal (only visible to yourself)
Template title: Title of the template that is displayed during selection (is not transferred to the task)
Template description: Description of the template that is displayed during selection (is not transferred to the task)
Task description (description text incl. Attachments and links)
Checklist
Responsible user
Users involved
Create templates for test tasks
To create a new template for review tasks or to select an existing template, the status of a document can be set to Review.
This allows you to create a test task.
How test tasks are created is described in more detail in the following article: Test tasks
To then display the templates, click on the Use template icon.
In the following window, a template can be selected or a new template can be created using the + symbol.
The following information can then be filled in the template. The completed fields are transferred to the new test task when the template is selected.
Not all fields have to be filled in, empty fields are not accepted.
The template can be saved via Save.
Task title
Categories
Visibility of the template: project (visible to all users in the project)
Visibility of the template: teams / groups (visible for selected teams and contact groups)
Visibility of the template: personal (only visible to yourself)
Template title: Title of the template that is displayed during selection (is not transferred to the task)
Template description: Description of the template that is displayed during selection (is not transferred to the task)
Task description (description text incl. Attachments and links)
Inspection process: list of inspection points consisting of title, responsible user and due date (due date is defined in working days)
Responsible user
Cross-project templates
In addition to the project templates, it is possible to create cross-project templates for tasks and test tasks.
These templates are available to all of a company's collaborators across all projects.
Cross-project templates are only available for companies with a team package.
The template tasks for companies can be called up and edited via the Use template button.
Using and editing the company templates works in the same way as with the project templates.
The following sections describe how to create and edit templates for tasks and test tasks:
Create templates for tasks
Create templates for test tasks
For company templates, you can choose between Company and Personal. If Company is selected, the template appears for all of the company's collaborators. If Personal is selected, the template is only available for the person creating it.
The templates can be edited by all persons in the company.
In the cross-project templates, only the fields that are identical in each project are available. For example, no categories can be set as these are different in each project.
Templates, Tasks Templates
Updated on: 15/11/2024