Within Teamwork Desk, you can quickly add
new
tasks to a Teamwork.com project and associate
them with a ticket.
Note: This option is only
available when Teamwork.com is
enabled in your Apps settings.
While viewing a ticket,
expand the Quickly Add Tasks section of the ticket options sidebar. If the option isn't
visible, you can make it visible via
the reorder panel option in the bottom
right.
Once you choose a project, the option to
select a corresponding task list will
appear. When a project and task list are
selected, the tasks area will be
displayed.
You can add individual tasks to each
line of the Tasks area and use
shortcodes to quickly set task
properties. Click Add
task to create the task(s)
and attach them to the ticket.
You can also click Show all
options to open the expanded
modal view and bulk set assignee, start/due
dates, and privacy for the selected
task(s).
When you click Add
task in either view, the tasks
will be created in the selected project in
Teamwork.com and will also be attached to the
ticket under the Tasks tab.
In Teamwork.com, you will find the tasks
in the selected task list. To the right of
each task, a Teamwork Desk icon will be
displayed with a link to the associated
ticket.
The quick add tasks form is also
accessible via the Tasks tab on a
ticket.
Adding task details using
shortcodes
Using supported shortcodes, you can set
different properties for the task(s) such
as date, assignee, and tags.
Note: For task dates, use the
format set in your Teamwork.com localization settings.
| Property | Shortcode | Examples |
|---|---|---|
| Assignee | @userhandle | @kirsty |
| Description | {description text} | {Spec
to include 3
phases} |
| Due date | [specific date or day] | [10/30/20][today][friday] |
| Start and due date | [start date][due date] | [today][next
monday][11/12/20][11/15/20] |
| Estimated time | [duration] | [40m][1h][1h
10m][.5] |
| Tags | #tagname #[Multi word tag
name] | Planning#[Content
Review] |
| Priority | Low Medium High | !!!!!! |
Posting to different task
lists
When using the quick add tasks option,
you can
use shortcodes to specify an alternative
task list for some task. Any tasks you add
that do not specify a task
list will be added to the task list
selected
in the task list dropdown.
To specify a task list, there are two
shortcode options you can use:
- (Task List Name) e.g. (Back to the
Future)
[#Task List Name]e.g.[#Back to the Future]
Note: The name used in the
shortcode needs to match exactly to an
existing task list on the project. If a
match
isn't found, the task will be added to the
preselected task list in the
dropdown.
Adding subtasks
You can also add subtasks to the parent
tasks you
are creating.
- Subtasks: - subtask name or
#subtask
- Sub subtask: -- sub subtask name
or
##sub subtask name
- Keep adding - or # for another level
deep
of subtasks
Once created, you will see the tasks
in the selected task list with the
subtasks
and sub subtasks nested beneath the parent
tasks.
Keyboard shortcut
You can also open the add task
form by pressing
t on your keyboard while
viewing an individual ticket.For more information,
see: Working with the Ticket Options Sidebar