Creating Task Templates in ActiveCollab
Some activities are part of our daily routine, some are performed once
a month, and some occur once in a while, but they’re always the
same.
For example, creating ID cards for your new employees. The process is
always the same: contact the photographer, set up the studio or book
an appointment, retouch the photo if necessary, adapt its format, and
print out the card. You can never predict when new employees will join
the company, but it would sure be handy to have a list of all these
activities ready and be able to insert them into your assignments
quickly.
ActiveCollab lets you create task templates in three easy steps so you
can always have them ready when necessary:
* Create a recurring task
* Set occurrence to “Never”
* Create tasks from your premade Task Template
The options you have at your disposal when creating recurring tasks
are vast. You can customize your templates by choosing the task list
where they’ll be placed, their assignee, label, estimated duration,
subtasks ...
a month, and some occur once in a while, but they’re always the
same.
For example, creating ID cards for your new employees. The process is
always the same: contact the photographer, set up the studio or book
an appointment, retouch the photo if necessary, adapt its format, and
print out the card. You can never predict when new employees will join
the company, but it would sure be handy to have a list of all these
activities ready and be able to insert them into your assignments
quickly.
ActiveCollab lets you create task templates in three easy steps so you
can always have them ready when necessary:
* Create a recurring task
* Set occurrence to “Never”
* Create tasks from your premade Task Template
The options you have at your disposal when creating recurring tasks
are vast. You can customize your templates by choosing the task list
where they’ll be placed, their assignee, label, estimated duration,
subtasks ...
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