Managing Task Templates

Modified on Mon, 09 Oct 2023 at 02:46 PM

The Task Templates screen is where you can add, edit, duplicate, remove, import and export task templates in Projectal.

Getting to the Task Templates screen

  1. Go to the Management screen by clicking Management on the left sidebar.
  2. Click the Task templates button to display the Task Templates screen.

Task Templates screen toolbar

The Task templates screen toolbar has the following buttons:

  • Add - to add a new task template
  • Edit - to edit the selected task template 
  • Delete - to delete the selected task templates
  • Duplicate - to make a copy of the selected task template 
  • Import - to import a list of task templates from a spreadsheet or PDF file
  • Export - to export the list of task templates to an Excel spreadsheet (XLS) file
  • Color By - to color the list of task templates by the designated color of a selected data attribute

Editing Task Templates

Double-click on a cell to edit a value for the task template.

Select a cell and copy (Ctrl+C) and paste (Ctrl+V) the values into another cell. 

Select a cell and drag the right side corner of the cell to fill down  the value into other cells.

Select a cell and press the DEL key to delete the value from the cell.

Tip: Enter text into the Filter edit box and click the Search button to find specific task templates.

Tip: Click on the Options menu in the column headers to choose which columns you wish to hide or show in the list. 

Tip: Click on a column header to sort the list ascending or descending.

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons

Feedback sent

We appreciate your effort and will try to fix the article