Project Task Template

A project task template can be registered for each recurring project task that needs to be performed within a project. A project manager can quickly add a task to a project by selecting its template, information from which will be used to populate the fields of a new project task.

Project task templates can be linked to project templates. When a project template is applied to a new or existing project, a new project task will be created and linked to the project for each associated project task template.

Only a person with the project manager role within the space can maintain project task templates of that space.

Using the "Duplicate Project Task Template" option in the action menu, a project manager can copy information by selecting an existing project task template and inserting it into a new project task template.

The Project Task Template Fields page presents recommendations for using each field of the project task template form.