To Create a Task Template

Create task templates for a project to streamline the creation of standard tasks.

1. Click Tasks .
2. Click Templates > (+) Template.
3. In the Details tab of the Task Template window, specify values for Header, Name, Task Category, Description, and other fields.
4. Assign a user to a task by filling out the fields under Assigned To.
5. Click Save Changes.
6. (Optional) Click the Checklists, Equipment, and Attachment tabs to associate checklists, equipment templates, and attachments with the new task template. These checklists, templates, and attachments are added to each task created from the template.