Standard tasks in the Planner and Campaign sections of the Cooperate platform already have the Task Details section set out for you.
But sometimes, this information isn't always relevant to the task at hand. Or you might need more information.
Task Templates allow you to design your own task and the details it asks for. You can use the default fields Cooperate has already, or you can create your own with Custom Fields.
When you go to create a task in either a Campaign or a Planner Board, you can select a Task Template you've previously created.
You can also make a Task Templates a 'default', so it will always look that way when you first create a task.
Creating a new Task Template
- Go to Settings > Templates
- Select Task Templates from the top menu
- Select + New
- Give your template a Title and select Save
Here, you'll be able to design exactly what your task looks like and the details they include.
Choosing the Title and Description
When you write in the Title and Description, these will automatically populate with whatever you've written when someone uses the Task Template.
However, these can be changed and deleted after they've created the task.
Adding a Task Fields
In the Edit Fields section Select + Add
You can choose what fields will appear on the task including:
- Task Dates
- Time Estimation
- Brand / Product / Markets / Personas
- Custom Fields
See Also: Creating a Custom Field in Tasks
Changing the Order of Fields
Fields will appear on the task in the order they appear in the template. If you'd like to change the order,
- Hover over the field you'd like to move
- Select the up and down arrow.
Deleting a Field
To delete a field
- Hover over the field you'd like to delete
- Select the Trash icon
Mandatory Task Fields
You can make some task fields mandatory. For example, when a user creates a task using the template, you might want to make it mandatory for them to assign someone to the task.
To do this, simply select the toggle button on next to the field you wish to make mandatory
Checklists, Attachments & Relationships
You can also add a default checklist that appears every time someone uses the template, as well as attachments and any of the Cooperate Platform relationships.
Default Task Templates
When creating a Task Template, you'll see the Default option at the top.
Default means any time someone creates a Task in a Planner Board or a Campaign, it will automatically use that Task Template. You can only have one default template.
If it's not set to default, users can select it as an option for a task template from the dropdown.
You can make Task Templates Active or Inactive by opening the template and selecting Yes or No under Active.
Inactive means it won't appear as an option when someone creates a task.
Using a Task Template
To apply the Task Template
- Create a new Task in a Planner Board or a Campaign Board
- The Task Template dropdown will appear
- Select the Template you'd like to use
- Select Create Task
Note: You can only apply Templates to new Tasks. Once a task has been created, you cannot apply a template to it.