How to Add Task Templates

Follow the below steps to add a task template.

Step 1: Go to “Manage Database” and click “Database”.

Step 2: Navigate to the “Installation” section and select “Solar System -> Task Templates”.

Step 3: Click the “+ Add” button to add a new task template.

Step 4: Add the “Subject” and select “Assign To”.

Note: The fields that appear after selecting the “Assign To” option will change based on your selection. Please proceed accordingly.

Step 5: Select the “Stage”.

Step 6: Select the “Duration Type” and “Duration Value”, then set the “Priority”.

Step 7: Click “+ Add” once the required fields are selected.

Step 8: Your task template is created now.

Note: Tasks enlisted in each stage will only be visible when the corresponding stage is triggered during a project.