Setting up a task template


  1. Overview

  • A task template can be set up when creating a project template.


  1. How to set up a task template


  • For each task a Task Template must exist.
  • Specify the Title and Duration for the task. If the task is set as Executable then the duration shall be used to set the due date of the task.
  • If the Frequency is specified then a new  task will be automatically created and required to be completed based on the frequency specified. 
  • If the task is Executable then a form specified in the Available Forms shall be created and assigned to Assigned Role(s).
  • Specify any referenced documents in the Available Documents field
  • If a Description is specified then this description shall be added to an Executable task’s comment history.
  • Attach any supporting files to the Attachment field.