Task Templates: Customization Options and Field Overview

Introduction

Task templates in Easy8 help you save time and ensure consistency by allowing you to create reusable task forms. Templates make it easy to create standardized tasks with predefined attributes and descriptions. This article provides an overview of task template fields and customization options.

Target Audience

User

Purpose of Task Templates

Task templates are designed to streamline your workflow. They allow you to:

Quickly create repetitive tasks with the same structure
Ensure consistency and accuracy in task creation
Save time by reusing predefined task information

Common Use Cases

Standardized “bug report” form
Big deal approval process
Request to add new translation
New service requests (e.g. Product Consultation, Data Import)

How to Access Task Templates

You can manage and create templates in: Global Menu >> Task Templates

Here you can view all templates and create a new one.

Task Template Fields Overview

When creating or editing a template, the following fields and attributes are available:

Field	Description
Template Name	Name of the template
Author	Creator of the template
Category	Category of the template (managed in Administration >> Categories >> Others)
Template Description	Additional info about template purpose (optional)
Subject	Title of the task created from the template
Project	Default project for the task
Description	Task description
Priority	Priority level of the task
Tracker	Type of the task
Assignee	User or group assigned to the task
Due Date Period	Due date offset from task creation date
Custom Fields	Custom attributes based on tracker
Checklists	Predefined checklist items
Coworkers	Additional users collaborating on the task
Tags	Keywords assigned to the task

Task Templates in Project Context

Each project can have specific templates assigned to it. You can manage project-specific templates in the Project Options:

Open Project Settings
Find the section Task Templates
Create a new template or view existing ones for that project

When a template is created from a project, the project will be preselected in the template form and the template will be applied only within that project.

How to Create a Task Template

1. From Task Templates Section

Go to Global Menu >> Task Templates
Click New Template
Fill in the template fields
Save the template

2. From an Existing Task

Open any task
In the right sidebar, click More >> Create template
The template form will prefill with data from the task
Enter a Template Name and adjust fields if needed
Save the template

How to Use Task Templates

You can create a task from a template in three ways:

From Task Templates Section:
- Go to Global Menu >> Task Templates
- Click on the New task from template icon next to the desired template
In New Task Form:
- Click on the Use task template icon at the top of the form
- Select a template to prefill the form
In Right Sidebar Menu:
- Under the Tasks section, click New Task from Template
- Choose a template and the form will prefill

Magic Button for System Admins and Project Managers

There is a historic option called the Magic Button, which can be used to prefill task attributes:

Save the following script as a bookmark in your browser:

For browsers with editable alerts:

javascript:try{$('textarea[id=issue_description]').val(CKEDITOR.instances["issue_description"].getData());}catch(e){}s=$.param($('#issue-form*[name!=authenticity_token]').serializeArray());alert(location.href+"?"+s);

For browsers with non-editable alerts:

javascript:try{$('textarea[id=issue_description]').val(CKEDITOR.instances["issue_description"].getData());}catch(e){}s=$.param($('#issue-form*[name!=authenticity_token]').serializeArray());(location.href+"?"+s);

Fill in the desired attributes in the New Task Form
Click the saved bookmark
Copy and share the generated link

Magic Button for Workers or External Users

Workers or external users can use a prepared link containing prefilled attributes. They only need to add the task name and description before saving the task.