task

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Table of contents

List of task templates

Screen listing the platform's task templates

Filter list of task templates

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This list of task templates can be filtered using a filter criterion:

Click on Register to apply the filter and Close to return to the list.

A task template allows you to enter various information in advance, which will be automatically captured for tasks created with this template.

This saves time when a project often involves the same tasks.

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If an attribute added to the template is not valued (empty), it will not be found in the task created using the template.

General actions

Add ➡️ Creating and modifying a task template

Edit ➡️ Creating and modifying a task template

Filter ➡️ Filter list of task templates

Sort

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Rights required :

Viewing a task template

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No view can be set for this screen

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Clicking on the template label redirects you to the template settings.

Creating and modifying a task template

The forms for creating and modifying a task template are similar.

task template modification screen

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Rights required :

Shares (at inception)

Apply

Delete (right required : Deleting a task template)

Actions (upon modification)

Apply

Delete (right required : Deleting a task template)

Seehistory

Button name	Description
Members	This button adds two fields (if not already added): - Sender - Assigned - Participants You can also deselect fields to remove them from the task template .
Loads and target dates	This button is used to add fields (if not already added): - Load (d/h) - target start - For You can also deselect fields to remove them from the task template .
Attributes	This button lets you add task It will also be possible to deselect attributes to remove them from the task template .
Document	This button is used to add a field (if not already added): - Attachment(s) You can also deselect fields to remove them from the task template .
Add a file	🚩 This action concerns the field Attachment(s) You can add a document to this attachment. For example, if the attachment is labelledDocument 123", you can upload a file entitled `.pdf`, `.html`, `.docx`, `.png`, `.bmp`, `.gif`, `.xls`, `.xlsx`, `.txt`... 🚨 A maximum size is imposed for security reasons: 500MB for each document added. ErrorMessage displayed: File "XXX.xxx" (x GB) exceeds maximum size allowed (500.00 MB) DD/MM/YY HH:MM
Add an attachment	🚩 This action concerns the field Attachment(s) This button adds a new line to the task's list of attachments, thus adding a new file.
Edit attachment	🚩 This action concerns the field Attachment(s) This button is used to change information about the attachment already added.
Delete attachment	🚩 This action concerns the field Attachment(s) This button instantly deletes the attachment attached to the task.
Delete	Used to delete a task already created Rights required : Delete a task 🚩 This button appears in the contextual menu of a task

These forms are divided into two parts: template information and Properties copied to the task. This information is used when creating the task.

Here are the fields found in this screen:

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Message

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Attachment(s)

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If multilingual configuration is enabled, an additional field must be filled in a section Multilingual. This field corresponds to the object label in the other language.

Attachment editing window

This pop-up appears when you click on the Edit attachment field Attachment(s).

Window for editing an attachment attached to a task template .

You can therefore modify three fields concerning the attachment: