What are Task Templates in Projectal?

Modified on Mon, 8 Aug, 2022 at 11:54 AM

Task templates are snippets of knowledge (or heuristics) that you can re-use in all your projects.  Task templates contain all the tasks, durations, costs, skills and sequence of steps required to complete sets of tasks. 


Task templates are very handy your company is in the bidding, budgeting, planning or scheduling phases on projects.  Your collection of task templates (or presets) becomes a trusted library of knowledge about the way your company completes complex tasks in projects.


Example: Ninety Pixels, a VFX studio based in Los Angeles, has often created car explosion shots for films.  To help them with future bidding, budgeting, planning and scheduling, they created a 'car explosion' task template in Projectal. They now re-use this task template whenever they are asked to do a car explosion effect within a movie or TV series.  Bidding producers use this task template when trying to determine costs and duration, eliminating much of the guesswork and bidding variations.  Producers and Production Managers use the task template when planning and scheduling the car explosion work.  


Benefits of Task Templates


Task templates provide your company many benefits:

  • More accurate bids & budgets.    Less guesswork when estimating the costs required to complete projects.  This leads to more profitable bids and budgets.
  • More accurate time estimates.  Less guesswork when estimating the time required to complete projects.
  • Better understanding of staff requirements.  Knowing times, costs and skills helps you to plan your staff pool for projects.
  • Spreading knowledge across your team.  By capturing the knowledge of your senior team, it now becomes available for other team members to access and use in projects.
  • Knowledge retention.  When your senior staff leave the company, their knowledge and expertise leaves as well.  With tasks templates, you can retain this knowledge and treat it as your company's intellectual property.
  • Fast induction for new hires.  With a library of task templates, newly hired staff on projects can quickly understand your company's particular workflow and methods for completing projects and tasks. 



You can add as many task templates as you like into Projectal.  They can be adjusted over time so that you can continually fine tune them.


Task templates can be inserted into any project.



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