Overview
This feature allows users to efficiently configure and manage task lists and templates within their workspace. It offers a flexible and organized approach for creating and using task templates, which can be customized for individual or team use.
Process
Template Creation
1. Navigate to the List & Templates module through the left-hand navigation. Once you are within List & Templates, scroll to the bottom and click on "View Task Templates.”
2. From this screen, there will be two tabs at the top of the screen you can select from:
Task Templates - Individual tasks that will serve as templates.
Task Lists - A list of individual tasks that can be comprised of existing task templates or task templates that are created from scratch.
Within each of these sections, the user is presented with two options:
Company Templates/Lists - These are configured by the workspace admin and can be utilized by ALL users within the workspace. Non-admin users cannot create or edit Company Templates/Lists.
Your Templates/Lists - These are configured by you and are only visible to you. This allows you to manage your own set of Task List & Templates that can be used on a project.
3. For Task Templates, you can click the "Create New Template" button, choose where to save it (Your Templates or Company Templates), and begin configuring a task template.
The task template includes the task name, type, priority, description, checklist items, tags, whether the task is locked or unlocked, and even files/attachments.
4. For Task Lists, you will follow a similar workflow by clicking the "Create New List" button and choosing where to save it (Your Lists or Company Lists), then entering the Task List name and description.
Once configured, add tasks to your task list by clicking the "Create New Task" button.
5. From here you will select whether you would like to select an already existing task template, found in either your templates or company templates, or you will be able to create a task from scratch.
Additional Features
Some of the other great features within Tasks List & Templates include the ability to filter and search on both the list and template views and the ability to duplicate both lists and templates.
You can search and filter by selecting these icons on the upper right corner of the page.
You can duplicate a list or a template, by clicking on the copy icon next to the 'Created by' column.
How to Use these Templates
Once you have configured your Lists or Templates to your liking, you may now navigate to a project and begin adding tasks to the project!
Within the tasks list view within a project, click the three dots on the upper right of your screen and click on Add via Task Template.
This will open up a modal where you will be able to select from Task Lists or Templates that you created (Your) or were created by your workspace admin (Company).
Simply use the multi-select boxes to select which tasks you would like to add to the project, press the "add" button, and all selected tasks will be added to your project.
Whether creating custom templates for your own use or leveraging company-wide templates, this feature ensures consistency and efficiency in task organization.
The ability to filter, search, and duplicate templates and lists makes it even easier to manage tasks effectively.