[en] The Task templates (TTT) application
[en] In the Task templates (TTT) application it is possible to create and edit task templates without the context of a process template. This might be useful if there is a need for just one task template (for example with a very detailed description and many checklist items), and there is no need for a process.
[en] Task templates are utilized during task creation to populate the task with template information. Once the task is generated, there is no direct link between the task and the template, allowing the task to be freely edited, deviating from the template as needed.
Uwaga
[en] Task templates created as part of a template process are not displayed or available in the Task templates (TTT) application.
[en] Task templates area
[en] The Task templates area to the left in the application is where it is possible to get an overview of all existing task templates (presented as a list).
[en] Sorting and filtering
[en] It is possible to use columns to sort task templates. Click once on the title of a column to sort in ascending order, click once more to sort in descending order, and click one final time to remove the sorting. It is possible to use several columns to sort at the same time. There are also filtering options in the Task templates area, via the Search field, and Filter builder (both Standard filters and the opportunity to Create custom filters). Read more about filtering in RamBase here, for detailed instructions.
[en] Click on the Create new task button in the lower right corner.
[en] Provide a descriptive title (mandatory).
[en] If applicable, select an employee to assign the task to.
[en] If applicable, provide a description.
[en] If applicable, select a priority for the task. If no priority is selected, the task will be given a Medium priority by default.
[en] If relevant, check the Create another checkbox. This will empty the pop up and keep it open, ready for the creation of a new task template after the current one has been created.
[en] Click the Create button to create the task template in Status 4, Active.
[en] Users may activate/deactivate or delete the task template by clicking on the Context menu icon and selecting the relevant option:
[en] Activate task template (set to Status 4, Active)
[en] Deactivate task template (set to Status 9, Inactive)
[en] Delete process template
[en] Task template details area
[en] The Task template details area is used to give/see further details of a specific task template.
Podpowiedź
[en] Use mouse-over and click to see a description of each field in the Task template details area.
[en] Checklist tab
[en] The Checklist tab enables users to add, edit, or delete checklist items within the task template and features sorting and filtering functions. Adding a checklist item to the task template is done in the same way as in the Task process template details (PTMD) application, which is described here.
[en] In the Context menu, users have the option to Activate (4), Deactivate (9) or Delete a checklist item.
[en] Permissions tab
Uwaga
[en] The permissions functionality is only available when the System setting values (SSV) option Use extended permission system on tasks and task processes is turned ON.
[en] The Permissions tab is where permissions are added and managed. Permissions may be given to a specific user (employee) or a role. A Permission set in the Task template (TTT) application comprises the following permissions with corresponding checkboxes:
[en] View
[en] Edit
[en] Delete
[en] Assign
[en] The default permission set for the creator of the task and the Superuser role cannot be edited or deleted. All other permission sets may be edited and deleted according to preference. (For example, only give a role access to view and edit the task by unchecking the checkboxes for Delete and Assign.) If no permission sets are added, all users and roles have access to the task template and may view, edit, delete or assign.