Within Teamwork, you can use your pre-created
task list templates to quickly add tasks to
task lists in your projects.
People with the permission to manage
task templates can access the
templates through the options menu in the List area or via the task list menu next to the task list name.
Note: Only site administrators can
access the site-level Templates area
through the site settings menu in the top
right of the screen.
Creating a task list from a
template
To create a new task list from a template, click the green Add Task List button to the top right of the project's List area.
In the Add Task List modal, go
to the Templates tab to
select from your existing task list
templates.
Once you select a template from the
templates dropdown, you will see the
related tasks within that task list
template.
You will then be able to set additional
options for the tasks:
- Select the start date:
- The start date selected will affect
the due dates of all the tasks in the
list, tasks assigned 'day one' will be
applied on the date selected as the
start date.
- Choose to skip weekends:
- When skip weekends is applied, all Saturdays and Sundays
are removed from the task duration
count. This means that only working
days (Monday to Friday) are included
in calculating the start and end dates
for the task.
- Notify everyone by email:
- This sends an email notification for
the tasks to all the people they have
been assigned to.
Adding tasks to an existing task list from
a template
You can also add tasks from a template to an
existing task list from within the List area
of a project.
Hover over the task list and click the three
dots to the right of the task list name. In
the dropdown menu, over over the Templates
option and select Add Tasks from
Template.
The templates available to the user are
displayed in the templates dropdown, and you
can add them in the same way as in a new task
list.
Any custom
field values
set on the tasks in the task list
template will
automatically be applied to
the new tasks in your task
list.
Note: The template options at
task list level are only available to people
with permission to manage task
templates.
For more information, see: Granting Task List
Template Permissions to
Users