Introducing Box configuration templates - Box types!

You can now save your favorite Box configuration as templates and use the Inheritance mode of popular features like Card Views, Quick Filters, Security, and more, to manage your Boxes more efficiently!

Click the links to learn more about Box types and other new features.

In this tab you can pre-define Templates of Basic Tasks (basic tasks can be viewed only using the App's modules). This will result in a group of tasks being arranged in an independent micro-structure, which later on can be re-used as a template in Gantt, Scope, and Calendar modules.

You can use Basic tasks templates, create simple schedules to arrange your data into phases, stages or represent external providers' tasks, etc.

In order to achieve a pre-configured arrangement of that sort, you need to use the relative dates column. Relative, because the numbers you put there are counted since the Parent Task (if there is any).

The template will appear in your Task Templates list in the '+Task' menu and you will be free to fit it in your structure in any desired way with pre-defined dependency rules.

Security and access

  • To add or edit Tasks Templates go to Box configuration > Tasks > Task Templates
  • Only a user with a minimum Box admin security role can access and manage the Box configuration.

This configuration page will not be visible if the module was deactivated or the inheritance mode is set to "Inherited only".

Alternatively, you can use the link in the "+" drop-down of the Gantt/ Scope/ Calendar module:

Inheritance mode 

The Task Templates can be inherited by the sub-level Boxes when the Inheritance mode is set to "Inherited only" or "Own with inherited" in the Box type configuration of the upper-level Box. This way, every time you create new templates or edit the existing ones, all available views will be updated in the sub-level Boxes as well.

Inherited templates are marked with an arrow pointing upward and are not deletable.

To learn more about the inheritance mode go to Task Templates Box types.

Adding new templates

To add new templates click the "Add new Task Template" button and enter the template name which is a required field. You can also fill in the additional description:Once added, click the clickable name link and the "New task' button to add tasks. Enter the names and the start/end date lag times (it defines the number of working days counted from the current date or a selected task):

For example: Eve created a template with three sample tasks:Users can now use this template by selecting it from the '+' drop-down in the Gantt/ Scope/ Calendar module. When one of the tasks is selected, its start date becomes a reference point for all the tasks in the template.The PP-98 starts on the September 2nd and the tasks will be added the +1d, +5d and +9d  respectively. As the Task 2 would start on a non-working day, it was moved by the scheduling mechanism to start on the first available working day:

Editing templates

To update the name and the description fields of the created template, click the "Edit" button:

Deleting templates

To remove a template, click the "Delete button". You can not recover deleted templates: