Within Teamwork, you can create templates that can be used to create new task
lists or populate existing ones in your
projects.
Note: Only owner company
site administrators or standard users with permission to manage
task templates can create new task templates.
Client users and collaborators cannot manage
task templates.
Accessing the task template
management view
At task list level
You can manage and utilize task templates
directly in the Table or List area of a
project.
Hover over the relevant task list and click the three dots on the right. Click the Advanced option in the dropdown menu, hover over Templates and select Manage Task Templates.
Note: Standard users
with permission to manage task templates will also need to have project-level
permission to add tasks enabled to
see the Templates menu items at task list
level.
At project
level
You can also access the task
template management area via
the options menu (three dots) in
the top right of a project's Table or List area.
Note: Owner
company site administrators can also
access the task template management view
via the site settings.
Creating task
templates
At project level, you can create new task templates while creating new task lists on your site. In the Add Task List modal, select the Create a template option to the right of the template dropdown.
In the Task Templates area, you can add a new template via the Add Template button in the top right.
In the New Template modal, you can
give the template a name and add any relevant notes/description in the Notes tab.
Under then Who can view this tab, you can set privacy for the template.
Note: Setting privacy on the template itself will not affect the privacy of tasks
or task lists created from the template.
Once you click Add Template, the template will be created. If you created the template while in a project, you will be redirected to the site-level Templates area.
Click
the Add a task button under the template to create a
task for the template.
Note: You will not see the template listed as
an available template in your projects until
it contains at least one task.
In task templates,
some task options behave differently:
- Start
date/due date: You cannot set a
specific date for the task start and
due date. Instead, choose a day
number. When the template is used,
the dates will be set counting from
the day you use the template.
- For
example, if you set the start date
for the template to Day 1 (Today),
when you use the template the
actual date set for the task will
be the current date. If you
set a template task start date to
Day 5,
the actual date for the task will
be the current date + 4
days when you apply the template.
- Who
should do this:
- Leave
the selection as Anyone to
show the task unassigned when
the template is used.
- Select a
specific person, team, or company for the task to be
assigned to when the template is
used.
- Select multiple
people, teams, or companies for the task to be
assigned to when the template is
used.
- Use the Choose Later option to add a
note of who should do the task. The actual assignee(s) can be chosen
when the template is used on a project.
Duplicating existing templates
You can also make an additional copy of an existing template. Click the three dots to the right of the task list title and select Duplicate from the dropdown menu.
The copied template will automatically be added to the bottom of the list of existing templates.
For more
information, see: Granting Task List
Template Permissions to
Users