List of task templates
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.
Rights required : 
Viewing a task template
We can have a filter All projects or a filter that works with criteria.
This button makes it easy to find the items you're looking for. You can use an already saved filter (private or public) or specify specific filter criteria.
Click on 
Ce bouton permet d’ajouter un gabarit de tâche.
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Tâche - Création et modification d'un gabarit de tâche
Rights required :
- Viewing a task template
- Creating a task template
Permet de modifier un gabarit de tâche existant.
Tâche - Création et modification d'un gabarit de tâche
Rights required :
- Viewing a task template
- Modifying a task template
This button is used to sort :
- in ascending order on first click (down arrow)
- in descending order on second click (arrow up) A third click on this button removes the sorting.
Sorting is performed on the header of a list in the application: list of views, users, projects, etc.
Creating and modifying a task template
The forms for creating and modifying a task template are similar.
These forms are divided into two parts: template information and Properties copied to the task. This information is used when creating the task.
Rights required :
- Viewing a task template
- Creating a task template (creation)
- Modifying a task template (change)
Here are the fields found in this screen:
template label template status template code Description Subject task type Priority Status Started on Transmitter Assigned Participants Start target For the Load Message Attachment(s) 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.
If an attribute added to the template is not valued (empty), it will not be found in the task created using the template.
Validates your changes. This may redirect you to the previous page on some screens.
This feature is useful for applying your modifications while continuing to change information on the same page. This button is available when you are modifying an element that has already been created.
Affiche la liste des modifications effectuées sur ce gabarit de tâche, par tous les utilisateurs.
Stocks are sorted from the most recent to the oldest date.
Structure du gabarit de tâche
Permet d'accéder à la liste des attributs de tâche .svg)
task
Permet d'ajouter les attributs sélectionnés au formulaire de création/modification d’une tâche ou d’un gabarit de tâche.
This button adds two fields (if not already added):
- Transmitter
- Assigned
- Participants
Il sera également possible de désélectionner des champs pour les supprimer.
Ce bouton permet d'ajouter des champs (si non déjà ajoutés) :
- Load
- Start target
- For the
This button is used to add a field (if not already added):
- Attachment(s)
Il sera également possible de désélectionner des champs pour les supprimer.
Gestion des pièces-jointes
Ce champ permet d'ajouter un document à la tâche.
This action concerns the 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...
This action concerns the Attachment(s)
Ce bouton permet d'ajouter une nouvelle ligne dans la liste des pièces-jointes, et donc d'ajouter un nouveau fichier.
A maximum size is imposed for security reasons: 10MB for each document added. Error Message displayed: The file "XXX.xxx" (x GB) exceeds the maximum size allowed (10.00 MB) DD/MM/YY HH:MM. This is a server configuration setting, default: 10MB.
This action concerns the Attachment(s)
Ce bouton permet de changer des informations sur la pièce-jointe déjà ajoutée.
Cette fenêtre apparaît alors :
You can therefore modify three fields concerning the attachment:
- Wording
- status
- Version
This action concerns the Attachment(s)
Ce bouton permet de supprimer instantanément la pièce-jointe.