Task templates

In this tab, you can predefine templates of basic tasks (basic tasks can be viewed only using the modules in BigPicture). This will result in a group of tasks being arranged in an independent micro-structure, which can be reused as a template in the Gantt, Scope, and Calendar modules later on.

You can use basic task templates, create simple schedules to arrange your data into phases and stages, or represent external providers' tasks.

To achieve a preconfigured arrangement of that sort, you need to use the relative dates column. It is relative because the numbers you put there are counted since the parent task (if there are any).

The template will appear in your task templates list in the +Add task menu, and you will be free to fit it into your structure in any desired way with pre-defined dependency rules.

Security and access

To add or edit task templates, go to Box configuration > Tasks > Task templates.

Only a user with a minimum box admin security role can access and manage the Box configuration page.

Open

Alternatively, go to +Add task > Manage templates of the Gantt, Scope, or Calendar module.

Open

Inheritance mode 

The task templates can be inherited by the sub-level boxes when the inheritance mode is set to Inherited only or Own with inherited in the Box type configuration of the upper-level 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 boxes.

Inherited templates are marked with an arrow pointing upward and are not deletable.

To learn more about the inheritance mode go to Task templates Box types.

Add new templates

To add new templates:

1. Click Add new task template.

2. Enter a template name.

3. Add Description (optional).

4. To confirm, click Create.

Once added:

1. Click the clickable name link.

2. Click Create new task.

3. Enter Name.

4. Provide Start date lag time and End date lag time.

5. To confirm, click Create.

Now, you can use the template by selecting it from the +Add task menu in the Gantt, Scope, or Calendar module.

Edit templates

To update the name and the description fields of the created template, click Edit.

Delete templates

To remove a template, click Delete. You can’t recover deleted templates.