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Create a task from a project task template

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Create a task from a project task template

You can save a project task as a template and reuse it when creating a new task.

Before you begin

A template from an existing project task that has the field values that you require. See Templates for more information on this platform feature.

Role required: it_project_manager

Note: In previous releases, the it_project_manager role was named project_manager.

Procedure

  1. Navigate to Project > Tasks > All.
  2. Click New.
  3. If the templates do not appear at the bottom, click the ellipsis () icon at the top of the form, and select Toggle Template Bar.
  4. Click the template link in the template bar at the bottom of the form.
    Figure 1. The template link
    Templates on the console

    The template is applied to the project.

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