You can use Export and import and copy and move (see Plan view) to reuse task definitions. Templates make this process easier, allowing you to set up template tasks that can be copied using the task wizard (see New task).
Template tasks are available across the Relay instance, so only administrators can setup templates. (Once the templates are setup, administrators can give other users permission to modify the templates.)
Setup requires three steps:
- In the target folder, you need to specify what templates you want to use.
- You need to mark that a folder contains templates.
- You need to mark which tasks in the template folder are templates.
Specifying what templates you want to use
In each folder where you want to use templates, you need to identify the types of template that you want to use. This is set in the Configuration options available on Folder advanced.
You need to set the "taskTemplates" property to a list of template specifiers. These can be:
- "*" to indicate that you want to use the standard task types.
- "folderReference.taskReference" to indicate that you want to use templates from folders marked with folderReference and tasks marked with taskReference. Either of these can be *, to indicate all.
Relay pre-sets the taskTemplates property.
{
"taskTemplates": [
"*",
"taskTemplates.publicTaskTemplate"
]
}This means "use standard task types, and use as templates tasks marked as "publicTaskTemplate" from folders marked with "taskTemplate".
In simple cases, you can keep the pre-set values.
Marking a template folder
To mark a folder as containing template, you need to set the "export" property in the Configuration options available on Folder advanced (on the folder that contains the templates, not the one in which templates will be used).
Add an "export" property, which can contain a single value or an array of values.
In the simple case, set the configuration options to
{
"export": "taskTemplates"
}You can hold your templates in more than one folder.
Marking a template task
You mark a template task in the same way as a template folder, by setting the "export" property of the Configuration options of the task.
In the simple case, set the configuration options to
{
"export": "publicTaskTemplate"
}The configuration options for a task are usually hidden, but you can find them in Task advanced edit.
The template task may contain sub tasks.
Using a template
Once you have defined a template, it will appear in the Task type/template drop down in the task wizard. See New task for details.
Name placeholders
Use the placholder [name] on the names of the template task or its subtasks to insert the task name entered by the user in the task wizard.
In this example, the Plan a purchase task has been marked as a template, and its sub tasks use the [name] placeholder.
When the template is used, the [name] placeholders will be replaced with the name entered in the task wizard, in this case "Bicycle".
