If you find yourself adding the same task over and over, there's an easier way than starting from scratch each time. Create a task template once, and then you can quickly add tasks manually or automatically in no time!
In this article:
Create a task template
To add a new task template, go to the Tasks and Projects section >More > Templates. Click the Create button.
Fill out the task template form and click Save. This way, you won't need to fill in the details for the task again next time. You can always come back and edit the template or the tasks created from it.
Additional task features
Adjust task template settings
Here are some specific options you can configure in the task template settings.
Deadline based on the task creation date
Set the deadline based on when the task is created by specifying a time period in the Deadline section. Bitrix24 will automatically set a deadline when the task is created.
Template access permissions
Configure your task template access permissions if you want other employees to use it. There are two access levels available:
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Full task template access: Employees can edit and use this template.
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Read task template: Employees can use and read this template, but can't edit it.
Task template for a new employee
There's an option for administrators to automatically assign tasks to new hires. Enable the Assign this task to all new users option. This task will automatically be assigned to a new employee when they are hired.
Task with subtask template
Subtasks come in handy when strict control is required over complex tasks. Such tasks can be split into several simple ones, thereby streamlining the task workflow. Also, delegating subtasks to various employees or departments increases flexibility.
To add a subtask to the task template, use one of the following options:
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In the template creation form, click Subtask templates or Create subtask for template.
In the list of task templates, click the menu button (☰) and select Add subtask for template.
How to work with task templates
Once your template is ready, adding new tasks using it is simple.
- Go to the Tasks and Projects section.
- Click the small arrow next to the Create button.
- Choose Task using template.
- Select a template from the list.
You can also select a template directly when adding a new task. Click the Templates button.
