Task lists are reusable sets of tasks that auto-populate when a new event or project is created. You build them once and they apply automatically, saving setup time and keeping your team consistent.
Creating a task list
Go to Workspace settings via the gear icon.
Click Events, then the Task lists tab. For project task lists, click Projects then Task lists.
Click + Add new.
Name the template.
Add tasks using + Add task. For each task, set the name, and optionally:
Auto-assign role — the task automatically assigns to whoever holds this role on the event or project.
Auto-deadline — the task deadline is set automatically relative to the event or project date (for example, 2 days before the start date).
Drag tasks to reorder them.
Save.
Assigning a task list to an event type/project type
Once created, assign the template as the default for an event type or project type from the Event types or Project types settings. The template auto-populates whenever that event/project type is used.
Tasks can be added, removed, or changed on any individual event or project after creation without affecting the task list.
Editing an existing task list
When you edit a template, Vantage asks whether to apply the changes to new events only or also to existing open events using this template. Completed events are never changed.
FAQ
Can I use the same task list on multiple event types?
Can I use the same task list on multiple event types?
Yes. A template can be assigned as the default to more than one event type or project type.
What happens if I delete a task list?
What happens if I delete a task list?
Deleting a task list does not affect events or projects that already have tasks from it. Only future events and projects stop getting the task list applied.