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 Tasks 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 Tasks area, then go to the Advanced tab of the task list options.
Here, you will see the option to add tasks from an existing template. Select the template you want to use from the templates dropdown, and you will see the tasks within that task list template.
Once you have selected the template, you will 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 Tasks 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