Project Template & Project Template Task
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09-20-2024 09:42 AM
How do Project Template Tasks work? I have the requirement to populate project tasks durring certian conditions of a project. I see there is a Project Template Task [project_template_task] table but I cannot create records as an Admin and there is no documentation avaiable.
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09-22-2024 02:33 PM
Hi ColeM,
Usually Project Template Tasks are
predefined that can be automatically added when the project is created using a template (having sub task templates)
SPM (like HR) are driven by roles (adhering to record creation restrictions in Prod instance) try out giving yourself role of it_project_manager & template_editor.
Happy learning!
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