Templates are configured and made available by administrators of a Workspace. Task templates allow you to set up custom fields on tasks. You can set up single or multiline fields, date fields, filepath, checkboxes, or selector entries. The grouping and label fields help to format the task, and guide the task creator. You can also choose who can see these fields and if they are mandatory based on certain conditions. Also, you can choose which project the task will be created in, who can edit the task after it’s created and setting default assignees.
Templates can be offered as Requests. This means that they will be made available in the Requests menu. This is a handy way to allow other Cirkus members to submit tasks to a team or project.
Let’s look at an example.
Create a task template:
From the Workspace task template tab, type the name of the template and press enter.
Next, double click on the new template to access the template details.
Default settings can be specified such as the project and/or subproject to which the tasks should be assigned, the role to which the tasks belong, and who can edit the tasks.
there are also three settings related to making the task template available on the request portal.
Making templates available on the request portal provides an easy way to allow collaborators to create tasks.
See more information in this article.
You can also create custom fields for task templates by clicking on the fields tab, typing the name and pressing enter.
Here are the custom field parameters that can be selected:
Type: Choose between seven custom field types.
The Checkbox Field lets you create a field displaying choices in a single box that toggles between Yes (Selected) and No (Deselected).
The Date Field provides the ability to chose a date from the calendar. Enable this option to include time if you also want to be able to select the time.
Entry field: Allows you to enter one line of information and text if the option “multiple lines” is enabled.
File Path: allows you to select the path to a file or to a directory
The Grouping field is a divider that groups all the custom fields bellow it together.
The Label field allows you to add a default value for information purposes. If you select a warning label in the “Type of label” field, a red warning text will show next to the default value.
The Selector Field allows you to create a list of options for people to select. You can allow for multiple selections from this list by enabling the “Allow multiple” button.
Show allows you decide if the options are always available or only when certain conditions are met. In this example, the custom field will only show when the priority is set to important and the task is assigned to developers. Select “never” if the custom field should never be visible.
Mandatory: Select mandatory if the custom fields must be filled in order to create a task. You can also make the mandatory field conditional by applying specific conditions. If you want the custom field to never be mandatory select “Never”.
You can make Custom Status's available to your workflow so that defined statuses can be set for all tasks of this type. More detail can be found here
You can also add Subtasks to your task template, and decide the conditions on which those subtasks might be created
You can also set Date Offsets on the subtasks of those task templates, so that they will created with a date relative to that of the parent.
For more information on working with subtasks in template, see this article