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Create a Project Template (Task List) for a Change or Quality Category

Propel allows you to define a list of tasks that will be auto-generated any time a change or quality of a predefined category is created. A project template is a container for this task list.

 

Creating a Project Template

1. Go to Projects and click New.

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2. Make sure to check the template field along with other relevant fields.

3. Click save.

 

Adding Tasks to a Project Template

1. In the project, click Activities.

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2. Click Add Task to create a new activity.

3. Enter the activity name and click Save.

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Quick Tip: Click Hide Timeline on the right side of the screen if you only want to see the task list and not the timeline view.

 

Associating a Project Template with a Change or Quality Category

1. Click the Propel Setup tab.

2. Click Admin Settings.

3. Select either Changes or Quality depending on which category you want to associate a project template to.

4. Select the category you want to associate a project template with.

5. Click the pencil icon next to Default Project Template.

6. In the modal, select the project template you want to use.

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7. Click Save.

 

When a new change or quality of the category selected is created, all tasks in the default project template are associated to the new change or quality.

 

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