A Project Template is used for tasks or projects that often recur or repeat.
To create a Project Template, Project Types first need to be created to sort these new Task Projects into categories.
To create a new Project Template, go to the Admin Menu > Manage Codes > Task Codes > Project Template Tasks. Select Add A project template Task and a new window will open to create the task.
- Select a Project Type.
- Give the Task a title/description of what needs to be done.
- Choose the user the Task is 'Assigned To.'
- The Assigned By field will be defaulted to the logged-in user's name, but this can be edited.
- Choose the Task Type.
- In the Days Until Due Date section, enter the number of days between today's date and the due date of the task. For example, if this task should be due 30 days after the project is started, enter 30 here. Then, if a project is later assigned on July 1st, the task will be due on July 31st.
- In the When this task is completed, send a notification to these emails section, enter email address(es) of those who should be notified when this task is complete. Multiple emails can be separated by commas.
- Select Save.
The task will appear on the grid. Repeat these steps to add as many tasks as necessary to the project template.
These tasks can then be applied to profiles individually, or the bundle of tasks associated with a project can all be applied to a profile in bulk.