Project Template & Project Template Task

ColeM
Tera Expert

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.  

1 REPLY 1

Akash4
Kilo Sage
Kilo Sage

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!

 

Regards, Akash
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