A task list template is a pre-built set of tasks that can be applied to a project in one click. Instead of adding tasks one by one, the template fills them in automatically, with deadlines and assignees set based on the template rules.
Applying a task list template to a project
To apply a task list template, open the project and go to the Info tab. In the Tasks panel on the right, click Selected list and choose a template from the dropdown.
The template tasks are added to the project immediately. Deadlines are calculated automatically based on when the project was created. Assignees are filled in based on the team roles set on the project.
Applying a template adds its tasks on top of any tasks already on the project. It does not replace them. If you apply the same template twice, the tasks will be added again.
How deadlines and assignees are set
Task list templates can be configured so that each task has a deadline automatically calculated from the project creation date. For example, one task might be due five days after creation, another after ten.
Assignees are set based on roles. For example, if the Sales role on the project is filled, tasks assigned to that role will automatically go to that person.
Setting up task list templates
Task list templates are configured by the Vantage team. If you need a template set up for your projects, let us know what tasks it should include, who should be assigned to each, and how deadlines should be calculated.
FAQ
Can I apply more than one template to a project?
Can I apply more than one template to a project?
You can apply multiple task templates to a project. Each template's tasks are added on top of the existing ones. Be careful not to apply the same template twice, as the tasks will be duplicated.
What if the role fields on the project are not filled in when I apply a template?
What if the role fields on the project are not filled in when I apply a template?
If a role is not filled in when the template is applied, the tasks for that role will be created without an assignee. You can assign them manually afterwards from the Tasks page.
Can I edit tasks after applying a template?
Can I edit tasks after applying a template?
Yes. All tasks — including those added from a template — can be edited, reassigned, or deleted individually after being applied to the project.