Project Task Template Fields

The Subject field is used to enter a short description that needs to be copied to the Subject field of a new project task when it is being created based on the template.

The Disabled box is checked when the task template may not be added to any more project templates.

The Instructions field is used to enter the information that needs to be copied to the Instructions field of a new project task when it is being created based on the template.

This field allows basic text formatting.

The Note field is used to enter the information that needs to be copied to the Note field of a new project task when it is being created based on the template.

This field allows basic text formatting.

The Copy notes to project checkbox is called “Copy notes to project by default” when the project task template is in Edit mode. This box is checked when the Copy note to project box of project tasks that were created based on the template needs to be checked by default.

The UI extension field is used to select the UI extension that is to be added to a project task when the template is applied to it.

The Category field is used to select the category that needs to be selected in the Category field of a new project task when it is being created based on the template.

The Team field is used to select the team which should be selected in the Team field of a new project task when it is being created based on the template. If a team is selected in this field, the assignees that can be selected in the project task template are limited to members of this team.

The Skill pool field is used to select the skill pool that should be selected in the Skill pool field of a new project task when it is being created based on the template. If a skill pool is selected in this field and the Category field is set to “Activity”, the assignees that can be selected in the project task template are limited to members of this skill pool.

The Assignees field is used to select the persons who should be selected in the Assignees field of a new project task when it is being created based on the template.

The Project manager box is checked if the project manager is to be selected in the Assignees field of a new project task when it is being created based on the template.

The Service owner box is checked if a new project task that is being created based on the template is to be assigned to the person who is selected in the Service owner field of the service that is linked to the project that the new project task is a part of.

The Requester box is checked if a new project task that is being created based on the template is to be assigned to the person who is selected in the Requested for field of the request for which the project was registered.

The Requester checkbox is available only if the category of the project task template is “Approval”.

The Requester's manager box is checked if a new project task that is being created based on the template is to be assigned to the manager of the project’s requester.

The requester is the person for whom the request was registered and for whom the project, which the project task is a part of, was registered. The manager of the requester is the person who is selected in the Manager field of the requester’s Person record. If the Manager field of the requester’s Person record is empty, or when it contains a disabled person, then the manager of the requester is the person who is selected in the Manager field of the requester’s organization.

The Requester's manager checkbox is available only if the category of the project task template is “Approval”.

The Requester's business unit manager box is checked if a new project task that is being created based on the template is to be assigned to the person who is selected in the Manager field of the business unit to which the organization belongs that is linked to the person who is selected in the Requested for field of the request for which the project was registered.

The Requester's business unit manager checkbox is available only if the category of the project task template is “Approval”.

The Planned effort field is available for each assignee and each checked role (such as the project manager and the service owner). This field is used to specify how much time the person is expected to spend working on a project task that was created based on the template.

The Supplier field is used to select the supplier organization that should be selected in the Supplier field of a new project task when it is being created based on the template.

Only use this field if an external organization is to assist with the completion of project tasks that are based on the template.

The Required approvals field is used to enter the number that needs to be specified in the Required approvals field of a new approval project task when it is being created based on the template.

The Required approvals field is available only if the category of the project task template is “Approval”.

The Planned duration field is used to specify the time that should be entered in the Planned duration field of a new project task when it is being created based on the template.

The Work hours are 24x7 box is checked when the Work hours are 24x7 box of project tasks that are created based on the template needs to be checked by default.

The Default effort class field is used to select one of the effort classes that is related to the timesheet settings of the organization to which the person, who is selecting a value in this field, belongs. When a default effort class is selected in the project task template, this effort class will be selected by default in the Effort class field of a project task that is based on the project task template, after a value has been entered in the project task’s Time spent field, provided that the person who is registering or updating the project task belongs to an organization that makes use of a timesheet settings that includes this effort class.

The Project templates table field lists all the project templates in which the project task template is included.