Setup projects

Task templates overview

Task templates enable you to set up task information that you can use when creating a project for a client. Project templates contain key project information, such as date calculations, recurrence patterns, project tasks, budget information, and assignments. When you create a project for a client, you select a project template, and the template’s information is used for date calculations and future project creation. Within that project, you can also set up task templates, which contain key information for the individual tasks that make up the project.
To open the
Task Template
 dialog, follow these steps.
  1. Choose Setup > Templates > Projects, or select the Project Templates action icon in the Clients navigation pane.
  2. Select the
    Add
     button to open a new project or the
    Edit
     button to open an existing project.
  3. Go to the Tasks tab.
  4. Select the
    Add
     button to add a new task, or the
    Edit
     button to edit an existing task.
note
The
Project Templates
 screen and
Tasks Template
 dialog are not available unless you are licensed for the Project Management module and have security privileges to access project and task templates.
In the
Task Template
 dialog, you can right-click the Links tab to associate a task with files, folders, web pages, interactions, and documents. You can also enter custom field information in the Custom Fields tab.

This article applies to:

  • Product: DT Practice