Creating a Task Template

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The creation form contains two main tabs:

Info

• Name: the display name of the task template.

• Category or Project: choose if the template belongs to a category (e.g., Finance, HR) or a specific project.

• Default Priority: set the default priority for tasks created from this template.

• Default Assignee (optional): a preassigned employee or group responsible for the task.

• Description: detailed instructions or purpose of the task.

References

• Here you can link the task template to a specific object type (e.g., Contracts, Employees).

• Each reference includes a reference name and an optional default value.

• These references enrich the task with context when it is used in workflows.

A task template does not create actual tasks. It’s a model used in workflow design.

Task templates inherit access rights from their assigned category and group.