task can be created in several ways, either as a single project or as part of a multi-project project:
- From template of task or without template
- From a template project
- Quick creation from a list
- Quick creation from a Kanban board
From template of task or without template
- Accéder au thème
Tasks
the project - Click on
+ Ajouter
. - Cliquer sur le gabarit souhaité ou sur
Without template
. - Enter information required for creation: properties, members, attributes, etc.
- Ajouter des champs supplémentaires si besoin.
Save
,partager
orappliquer
les modifications des éléments en cours dans le formulaire de la tâche.
The list of templates is then displayed.
At this stage, if no list is displayed, you either don't have template or you don't have access to it.
The creation form is displayed with all the elements modeled by template, or with only the default mandatory elements if no template is selected.
task is created and you are redirected to the task list.
From a template project
It is possible to import tasks from a template project.
Prerequisite: project templates must be set up on your platform and include tasks.
- Accéder au thème
Tasks
du projet concerné. - Click on contextual menu.
- Click on
Insérer les tâches du gabarit
. - Click on the desired project template .
Toutes les tâches existant dans le gabarit de projet seront créées automatiquement.
Quick creation from a list
Quick list creation lets you make a list of tasks without going into detail.
- Access your project or platform task list.
- Click on
+ Ajouter
. - Select
Ajout rapide
. - Fill in the fields.
Save
.
A new line appears in the task list.
You can create as many tasks as you like in this way. The tasks then appear immediately in the list, but remain only partially filled in.
Quick creation from a Kanban board
- Access your project or platform task list.
- Cliquer sur le + en haut de la colonne.
- Renseigner les champs disponibles.
Save
.
Tasks added but not saved appear in italics.
Tasks are automatically added to the table in the column in which you added them.