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Project Management

Task template overview

Task templates let you define reusable task information for projects created for clients.
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.
note
The
Project Templates
 screen and
Task Template
 window are available only if you are licensed for the Project Management module and have security permissions to access project and task templates.
  1. Open the project templates area.
    Choose
    Setup
    Templates
    Projects
    , or select the
    Project Templates
     action icon in the Clients navigation pane.
  2. Open a project template.
    Select
    Add
     to create a new project template, or select
    Edit
     to open an existing project template.
  3. Open the task templates area.
    Select the
    Tasks
     tab.
  4. Open the Task Template window.
    Select
    Add
     to add a new task, or select
    Edit
     to edit an existing task.
The
Task Template
 window opens, where you can define or update task template information for the selected project template.
In the
Task Template
 window, 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 on the
Custom Fields
 tab.

This article applies to:

  • Product: Practice CS