Within Teamwork, you can use the Choose Later option when creating tasks in a task list template so the tasks can be assigned when the template is used.

When you add a task to a template, you can select Choose Later from the assignee dropdown for who will be responsible for the task.

Image Placeholder


You will then be given the option to give it a name to show the type of person or group who will do the task.

Image Placeholder


Once you click OK, your chosen role name will then appear as the assignee for the template task.

Image Placeholder


Click Save Changes to add the task to your task list template. The selected role will be set as the assignee and will be shown with a yellow label.

Image Placeholder


Note: Reminders cannot be set on template tasks that have the Choose later option selected as the assignee.



Creating a task list from a template with 'choose later' tasks

When you are creating a task list in a project from a task template that includes choose later-assigned tasks, you will see the Choose Later names you saved in the template.

Image Placeholder


When adding the task list from the template, you will be prompted to assign those Choose Later tasks. You can assign each role to one or multiple project members.

Image Placeholder

Once you click Finished, the task list and tasks will be created, and the tasks will be assigned to the users selected above.



Adding tasks from a template to an existing task list

You can also add tasks to an existing task list from a task list template. Hover over the task list and click the three dots to the right of the task list name. In the dropdown menu, hover over Templates and select Add Tasks from Template.


Image Placeholder


When adding tasks from a template that includes tasks with Choose Later assigned, you will be prompted to assign those tasks as with the task list.

For more information, see: Creating Task List Templates