Within Teamwork, you can use your pre-created
task list templates to quickly add tasks to
task lists in your projects.
People with permission to manage
task templates can access
existing task templates through the
options menu in each project's List or Table area or via the task list menu next to the task list name.
Creating a task list from a
template
To create a new task list from a template, click the Add Task List button at the top of the project's Table or List area.
In the Add Task List modal, enter a name for the task list. Below the name field, you can use the template dropdown to choose an existing template to be applied.
Alternatively, click the Create a template option to add a new template to your site. Once you create the template, you will be redirected to the site-level Templates area to create tasks for the template.
Once you select a template from the
dropdown, you can view the tasks within that task list
template by hovering over the Preview task list option.
You can also set additional
options for the tasks being created:
- Start date - the date selected will affect
the due dates of all the tasks in the
list.
- Tasks assigned 'day one' in the template will be set as the chosen start date.
- Skip weekends - when 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 - sends an email notification to all assignees of the tasks being created.
- Notes - set a task list description.
- Privacy - restrict access to the task list to certain project members.
- Milestone - attach a project milestone to the task list.
- Default - set default properties for tasks added to the list.
Adding tasks to an existing task list from
a template
You can also add tasks from a template to an
existing task list via the Table or List area
of a project.
Click the options button (three dots) to the
right of the task list name. In
the dropdown menu, click Advanced to
expand the menu. Hover
over Templates 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