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In this section, you can configure the default Task Templates for Gantt, Scope, and Calendar modules and the inheritance mode of a given Box type.
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Please note, changing Changing the configuration might disable turn off (hide) settings or features in the Box Configuration (of an individual Box) and within the Gantt/ Scope/ Calendar module. |
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Inheritance mode
In general, selecting an Inheritance mode determines if an upper-level Box imposes the configuration. As a result, when the Inheritance mode is set to "Inherited" or "Own with inherited," all Task templates from upper-level Boxes appear in the +Add task drop-down of the Gantt module.
The "Own" inheritance mode provides much more flexibility. It lets you define the default Task templates for all boxes of a given type when enabled. The The default templates are set up when a new Box is being created and can be later adjusted for each individual Box by a Box admin (the default configuration can be manually overwritten).
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The "Own with inherited" mode is a mix of mixes the two - a Box admin can create new Task templates directly in the sub-Box configuration. Additionally, the Column Views are inherited from the upper-level Box (those views can only be edited in the upper-level Box).
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Changing the Box type Inheritance mode impacts all Boxes of a given type; however, to find out how Task templates are affected in existing Boxes, go to the Default Task templates section below. |
For example, Inheritance mode is set to "Own" for the Portfolio Box type, and the App Admin can create, edit, and remove templates.
The Box Admin can modify the default templates in the Box configuration > Tasks > Task Templates once a Box is created:
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Let's look at a more advanced example. Eve, a Box Admin, added a new template for website projects in the Websites Program-type Box. She wants to ensure that all project managers , sub-Box Admins, use the same schedule template. She set the Inheritance mode of the Hybrid Box type to "Inherited only" (the Portfolio Box type is a parent type Box to the Program type):
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As a result, a sub-Box Admin cannot change or remove Eve's templates in the Box configuration as the Task Templates page is hidden. The Program Increment Box configuration doesn't contain the Scope page.
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Changes made to the default Task templates don't impact existing Boxes - new settings apply only to Boxes created from that point on. |
You can create default templates when the inheritance mode is set to either "Own" or "Own with inherited":
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Go to Task templates in the configuration to learn more about creating Tasks Templates, go to Task templates in the configuration.
The default templates are automatically set up when you create a new Box. Afterward, Box Admins can edit and remove the default templates (if the Inheritance mode allows it). Click the '+' drop-down in the Gantt/ Scope/ Calendar module to select from the list of available templates:.png?version=1&modificationDate=1706515166790&cacheVersion=1&api=v2)
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