Creating a task in a Task Template

Created by Emily A, Modified on Thu, 17 Apr at 9:20 PM by Emily A

Task templates help in organizing and streamlining workflows by allowing users to predefine tasks. Adding tasks within a template ensures that all necessary details, responsibilities, and priorities are clearly outlined before execution. Follow the steps below to create a task within a task template.

Steps to Create a Task in a Task Template:

Navigate to the Task Templates section.
Locate the task template where you want to add a task.
Click on the Edit button.
Inside the edit mode, click on the View option.
This will lead directly to the Create Task page.
In the task template view, click on the "Create Task" button to begin adding a new task.
A side panel (off-canvas page) will open where task details can be entered.
Enter Task Details
- Task Name – Provide a name for the task.
- Priority – Set the priority level (Low, Medium, High).
- Description – Enter a detailed task description.
- Assign To – Select the team member responsible for the task.
- Duration – Define the expected duration for task completion.
- Checklist-The Checklist allows adding sub-tasks, assigning them to specific users, and tracking progress effectively within each task.
- Attachments – Upload up to 4 images or PDF files as supporting documents.
After entering all necessary details, click on the Create button to add the task to the template.
The created task will be listed in the Task Template
From here, users can edit, or delete the task as needed.
By following these steps, users can efficiently add tasks to a task template, ensuring smooth task allocation and improved workflow management. Task templates help maintain consistency and make project execution more structured.