Separate Project Templates and Task Templates | Community
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Level 6
January 15, 2019
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Separate Project Templates and Task Templates

  • January 15, 2019
  • 0 replies
  • 249 views

We have our templates set up as two different types:

- Project Templates - Here the project itself looks empty but this is where we will set all the sharing permissions, company, resource managers and all projects settings. These could also hold tasks.

- Task Templates - These templates will hold all tasks that need to be completed for the certain product we are delivering and multiples of these can be dropped within a project.

We want to be able to stop people using task templates when creating a project so being able to have just project templates as an option when creating a project and then task templates when attaching a template within a project