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 or Message