Task template overview

Task templates let you 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 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.