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In this tab, you can pre-define Templates of Basic Tasks predefine templates of basic tasks (basic tasks can be viewed only using the App's modules in BigPicture). This will result in a group of tasks being arranged in an independent micro-structure, which later on can be re-used reused as a template in the Gantt, Scope, and Calendar modules later on.
You can use Basic tasks basic task templates, create simple schedules to arrange your data into phases and stages, stages or represent external providers' tasks, etc.
In order to To achieve a pre-configured preconfigured arrangement of that sort, you need to use the relative dates column. Relative, It is relative because the numbers you put there are counted since the Parent Task parent task (if there is are any).
The template will appear in your Task Templates task templates list in the '+Task' Add task menu, and you will be free to fit it in into your structure in any desired way with pre-defined dependency rules.
Security and access
To add or edit
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task templates, go to Box configuration > Tasks > Task
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templates.
Only a user with a minimum
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box admin security role can access and manage the Box configuration page.
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This configuration page will not be visible if the module was deactivated or the inheritance mode is set to "Inherited inherited only". |
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Alternatively, you can use the link in the "+" drop-down go to +Add task > Manage templates of the Gantt/ , Scope/ , or Calendar module:.
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Inheritance mode
The Task Templates task templates can be inherited by the sub-level Boxes boxes when the Inheritance inheritance mode is set to "Inherited only" or "Own with inherited " in the Box type configuration of the upper-level Boxbox. This way, every time you create new templates or edit the existing ones, all available views will also be updated in the sub-level Boxes as wellboxes.
Inherited templates are marked with an arrow pointing upward and are not deletable.
To learn more about the inheritance mode go to Task Templates templates Box types.
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Add new templates
To add new templates click the "Add new Task Template" button and enter the template name which is a required field. You can also fill in the additional description:
Once added, click the clickable name link and the "New task' button to add tasks. Enter the names and the start/end date lag times (it defines the number of working days counted from the current date or a selected task):
For example: Eve created a template with three sample tasks:
Users can now use this :
Click Add new task template.
Enter a template name.
Add Description (optional).
To confirm, click Create.
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Once added:
Click the clickable name link.
Click Create new task.
Enter Name.
Provide Start date lag time and End date lag time.
To confirm, click Create.
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Now, you can use the template by selecting it from the '+' drop-down +Add task menu in the Gantt/ , Scope/ , or Calendar module. When one of the tasks is selected, its start date becomes a reference point for all the tasks in the template.
The PP-98 starts on the September 2nd and the tasks will be added the +1d, +5d and +9d respectively. As the Task 2 would start on a non-working day, it was moved by the scheduling mechanism to start on the first available working day:
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Edit templates
To update the name and the description fields of the created template, click the "Edit" button:.
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Delete templates
To remove a template, click the "Delete button". You can not can’t recover deleted templates:.
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