Taskfeed Templates will save you a lot of time and bring consistency when managing tasks for business processes that have a common structure.
By default, only users with the Taskfeed Admin Permission Set can create, edit or delete a template.
There are two (2) types of Templates in Taskfeed:
List Templates: Define your own default configuration for the Lists in a Taskfeed Board. Different List Templates can be created and mapped to Board types, enabling different processes for each Board Type.
Task Templates: Define a set of Tasks that are reused and revisited within the same type of business process. You can also map a Task Template to a Board Type, to create those tasks automatically when a Board is created.
List and Task Templates work differently in Taskfeed
When you activate a List Template, it will automatically be applied to the Board Type you define. Task Templates can be configured to load automatically or manually into new Boards. Only one List Template is used per Board at a time, but you can layer multiple Task Templates onto the same Board.
Customize Processes with List Templates
Lists define the stages that tasks can move through on a Board (e.g., To Do, In Progress, Done).
When a List Template is being created, you define its Board Type. Taskfeed comes with Project and Team Board Types out-of-box, but these can be edited and new types can be created to suit your organization.
Whenever a Taskfeed Board is created, a Board Type is also selected. When there is a List Template associated with that Board Type, the template’s Lists and configurations will automatically load into that new Board.
Work Smarter With Task Templates
A Task Template is more than just copying and pasting a To-Do list. A Task Template stored within Taskfeed will preserve tasks, priorities, Lists, due dates and many types of dependencies can be created, such as Lead/Lag. You can start with the very basics and add more dependencies as you need them.See Also:
- Create and Manage Task Templates
- Select a Task Template Manually
- Use a Task Template Automatically
- Task Template Fields: A Cheat Sheet
- Download a sample Task Template