Templates of work tasks
For work tasks that are similar in wording, are typical, or are regularly assigned to different employees, you can create templates. This allows you to quickly create new work tasks based on a ready-made template.
To create a new work task template, click the Work task templates button in the Work task table:
The Work task templates page displays a table with a list of previously created templates:
(1) - template title, search and sorting by this field are available;
(2) - template editing;
(3) - template removing;
(4) - new template creation.
After clicking on the Create button, the page for creating a new template opens, where you need to specify:
(1) - Template title, required field.
(2) - Description - you need to add a detailed description of the work task;
(3) - Attached files - the ability to upload files to the task.
(4) - Priority - you need to specify the level of importance of the task. The field is mandatory to fill in. More details: Working tasks settings.
(5) - Assigned to - the ability to assign users to the task.
When creating a work task, this user will immediately be pulled into the assignment, if necessary, the user can be changed or other users can be added.
(6) - Assign mode - the ability to apply an automation rule to automatically assign a work task to users.
(7) - Work task point - the ability to divide a task into separate subtasks. To add a new item, click the Add button.
(8) - Subtask - a separate item for the main task. To edit a subtask, click the Edit button (pencil icon), to delete - the Remove button (trash can icon).
For each subtask, you can set a separate Deadline and assign a Responsible person. To assign a Responsible user, you must first add him to the list of performers in the Assigned to (5) field.
