Generating tasks from a Project Type Template allows the organization of many recurring tasks without having to create the same task again and again. These pre-determined tasks can be assigned to a profile in bulk by assigning the project template task to a profile.
Before generating template tasks, the template tasks must be created.
Once the template tasks are created, create the tasks on a profile. To generate tasks for a profile:
- Use the search bar or the profile selector to find the profile.
- Scroll down to the Tasks section on the bottom right of the Profile View. Select Generate Tasks.
- Select the Project Type containing the template tasks to generate.
- Set a Start Date for the project. Remember that the due date on all template tasks will be calculated based off this start date.
- Select Generate Tasks.
The tasks will be created and assigned to the profile, users, and fields based on the template information.
To generate tasks independently of any profile, go to Profiles > Tasks, and click Generate Template Tasks. Select the Project Type and Start Date here as well, and the tasks will be generated with all the same fields but NOT linked to a profile.