Within Teamwork, you can create template task
lists that can be used to create new task
lists in your projects or populate existing
task lists.
To access the Templates area, click your profile icon in the top right corner of your site and select Settings from the dropdown menu.
Note: Only site administrators in
the owner company can access the site settings.
In the
Settings area, go to the Templates
tab.
You will
see
a section for Task Templates where you
can click Edit to view any
existing templates, or add new ones.
In the main Task Templates screen, you can add a new task list template via the Add Template option in the top right.
In the New Template modal, you can
give the template a name, add some notes, and
set privacy for the template.
Once you click Add Template, the
task list template will be created. Within
the task list, click the Add the
First Task option to create a
task for the template.
You won't see the template listed as
an available template in your projects until
it contains at least one task.
Note: Setting privacy does
not affect the privacy of the tasks
or task lists created from the template.
Adding
tasks to a template
Once you have
created a new template, you can add
tasks just like you add them to a task
list in a project. In a template though,
some of the options are slightly
different:
- Start
date/due date: Within the task
list templates you cannot set a
specific date for the task start and
due date. Instead, choose a day
number, and when the template is used,
the dates will be set counting from
the day that you're using 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, when you use the template,
the actual date for the task will
be the current date + 4
days.
- Who
should do this:
- Leave
the selection as Anyone to
show the task unassigned when
the template is used.
- Select a
specific person for the task to be
assigned to when the template is
used.
- Select multiple
people for the tasks to be
assigned to when the template is
used.
- Use the Choose Later option to add a
note of who should do the task, and
the actual assignee(s) can be chosen
when the template is used.
- Reminders
cannot
be set on template tasks that have
the Choose
later option selected
as the assignee.
To access the task list options, hover
over the task list template name and click
the three dots on the right.
Setting reminders in a
template
With task list templates, you
can set reminders on the tasks in the task
list.
While adding or editing a task
in the template, go to the Reminders tab
and select Add Reminder.
A due date is required on the task before
reminders can be set.
Note: Reminders cannot be set on
template tasks that have the Choose
later option selected as the
assignee.
In the reminder modal, you can
select users to send the reminder to, pick
a date and time for the reminder, choose a
reminder type, and add a custom
message.
When choosing how to set the
reminder, you can select a predefined day
range or set it to be relative to the task's
due date.
Once selected, you can set a custom
number of days and set whether it should be
sent before or after the task's due
date.
Setting custom fields in a
template
On certain subscription plans, you can also set custom field
values for tasks in your task list
template.
Note: The custom fields feature
is available on the per-user Premium
subscription plan and above.
For more
information, see: Granting Task List
Template Permissions to
Users