Rocketlane's Task Templates

Created by Niharika Pandey, Modified on Tue, 17 Jan 2023 at 03:35 PM by Niharika Pandey

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Task templates feature allows you to add pre existing tasks from Project templates. All you have to do is mark the task as a template and you can add it to your projects! Save time by copying subtasks, assignees, placeholders, properties and attachments.

How to Save a Task as a Task Template?

You can mark existing tasks in templates as a task template.

  1. Go to Templates.

  2. Select the 'Project template' which has the task to be marked as a 'Task Template'.

  3. Click on 'More actions' from the task to be marked.

  4. Click on 'Save as Task template'.

  5. Click Save to save all the tasks that have been added as task templates.

Note: Notice that a small Task Template identifier icon is added to the task.

Adding a Task Template to a Project

Add task templates you your project and save time by copying subtasks, assignees, placeholders, properties and attachments from the template.

To read about how to add a task template to your project, click here.

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