If there are Projects with the same set of Tasks, the TimeTracker administrator can create predefined Template Projects. Then use the same template for multiple Projects.
Click here to know more about creating an Independent Template Task using Template Project.
Applying a Template Project to a Specific Project
- Go to the Project Management module,
- Select the Project from the Gantt tab
- Click on Apply Template button
- You see a list of Template Projects in your org,
- On clicking the Apply button, it will convert the Independent Template as TT Task for the Project
After the template is applied to the Project, the Project Manager can assign the tasks to the users
- Click on the Task (blue bar),
- In the General tab, enter the task name, start and end dates, notes, and other details.
- Next, go to the Resources tab. In the User Assigned field, search for the user you want to assign the task to and enter the assigned hours. If you need to assign the task to multiple users, simply repeat the search and assignment process for each user.
- Finally, navigate to the Comments tab to add any relevant comments. Once completed, click Done.
- The same Template Project can be used for multiple Projects.
Click here to know more about assigning a Task without creating a Template.