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In this tab, you can
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predefine templates of basic tasks (basic tasks can be viewed only using the
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modules in BigPicture). This will result in a group of tasks being arranged in an independent micro-structure, which
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can be
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reused as a template in the Gantt, Scope, and Calendar modules later on.
You can use
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basic task templates, create simple schedules to arrange your data into phases and stages,
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or represent external providers' tasks
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.
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To achieve a
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preconfigured arrangement of that sort, you need to use the relative dates column.
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It is relative because the numbers you put there are counted since the
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parent task (if there
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are any).
The template will appear in your
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task templates list in the
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+
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Add task menu, and you will be free to fit it
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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 |
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inherited only |
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. |
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Alternatively,
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go to +Add task > Manage templates of the Gantt
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, Scope
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, or Calendar module
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.
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Inheritance mode
The
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task templates can be inherited by the sub-level
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boxes when the
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inheritance mode is set to
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Inherited only
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or
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Own with inherited
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in the Box type configuration of the upper-level
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box. This way, every time you create new templates or edit the existing ones, all available views will also be updated in the sub-level
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boxes.
Inherited templates are marked with an arrow pointing upward and are not deletable.
To learn more about the inheritance mode go to Task
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Add new templates
To add new templates
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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:
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:
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
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+Add task menu in the Gantt
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, Scope
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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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, or Calendar module.
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Edit templates
To update the name and the description fields of the created template, click
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Edit
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.
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Delete templates
To remove a template, click
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Delete
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. You
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can’t recover deleted templates
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Table of contents
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.
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