Within Teamwork Desk, you can create new
projects and task lists in your Teamwork site when adding tasks to a ticket.
Note: To access this feature, you must have Teamwork enabled first.
When viewing a ticket,
select the Tasks
tab and click the Add task button.
You can also press t on your
keyboard to open the add task modal, or
click the three dots at the top of the
ticket and select Add Task from the
dropdown
menu.
Creating a project
At the top of the task area, you can
select a project and task list for the
task.
Click the Project dropdown and select
the Create new
project option at the bottom
of the list.
In the add project modal, you
will be able to give the project a
name, add a description, and set
start and end dates.
Depending on your
Teamwork subscription plan,
you may also have the option
to select a project
template to be applied
to the new project.
Note: Project
templates are
available on
Teamwork per-user
Pro/Deliver (max 20
templates),
per-user Premium/Grow (max 50
templates), and
per-user
Enterprise
(unlimited
templates)
subscriptions.
Once you have a template selected,
the dates section of the modal will update to
allow you set the target date to starts or
ends on a specific date.
Click Add
project to create the project and
return to the task form on the ticket.
Creating a task list
Whether you have just created a
new project or selected an existing one,
you will have the option to Create new task list in the Task
List dropdown.
Note: The ability to create a new task lists is dependent on your permissions on the associated project in Teamwork.
In the add task list modal, you will
be able to give the task list a name, add a
description, and set privacy.
At the bottom of the modal, you
can also choose to populate the
new task list with tasks from an
existing task list
template.
Click Add task
list to create the
list and return to the task form
on the ticket.
For more information, see: Creating a New Ticket
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