{"id":69526,"date":"2024-07-07T19:12:36","date_gmt":"2024-07-07T19:12:36","guid":{"rendered":"https:\/\/www.teamogy.com\/?p=69526"},"modified":"2025-09-10T17:16:51","modified_gmt":"2025-09-10T17:16:51","slug":"task-templates-configuration-mode","status":"publish","type":"post","link":"https:\/\/www.teamogy.com\/es\/manual\/task-templates-configuration-mode\/","title":{"rendered":"Task Templates Creation &#8211; Configuration Mode"},"content":{"rendered":"<p>[et_pb_section fb_built=\u00bb1&#8243; _builder_version=\u00bb4.16&#8243; global_colors_info=\u00bb{}\u00bb][et_pb_row column_structure=\u00bb3_4,1_4&#8243; module_class=\u00bb et_pb_row_fullwidth\u00bb _builder_version=\u00bb4.16&#8243; width=\u00bb89%\u00bb width_tablet=\u00bb80%\u00bb width_phone=\u00bb\u00bb width_last_edited=\u00bbon|desktop\u00bb max_width=\u00bb89%\u00bb max_width_tablet=\u00bb80%\u00bb max_width_phone=\u00bb\u00bb max_width_last_edited=\u00bbon|desktop\u00bb custom_padding=\u00bb27px|0px|0|0|false|false\u00bb make_fullwidth=\u00bbon\u00bb global_colors_info=\u00bb{}\u00bb][et_pb_column type=\u00bb3_4&#8243; _builder_version=\u00bb4.16&#8243; custom_padding=\u00bb|||\u00bb global_colors_info=\u00bb{}\u00bb custom_padding__hover=\u00bb|||\u00bb][et_pb_text _builder_version=\u00bb4.25.1&#8243; custom_margin=\u00bb|40px|40px|||\u00bb global_colors_info=\u00bb{}\u00bb]<\/p>\n<h3>Task Templates Creation &#8211; Configuration Mode<\/h3>\n<p>[\/et_pb_text][et_pb_text _builder_version=\u00bb4.25.1&#8243; custom_margin=\u00bb|40px|16px|||\u00bb global_colors_info=\u00bb{}\u00bb]<\/p>\n<h5>What this can be useful for?<\/h5>\n<p>[\/et_pb_text][et_pb_text _builder_version=\u00bb4.25.1&#8243; text_font=\u00bb|300|||||||\u00bb ul_font=\u00bb||||||||\u00bb custom_margin=\u00bb|40px|25px|||\u00bb hover_enabled=\u00bb0&#8243; ul_text_shadow_style=\u00bbpreset3&#8243; global_colors_info=\u00bb{}\u00bb sticky_enabled=\u00bb0&#8243;]<\/p>\n<p>You can create task templates and use these templates for job \/ task implementation. Learn more about how to <span style=\"text-decoration: underline\"><span style=\"color: #ff6600\"><a href=\"tasks-from-predefined-templates\" target=\"_blank\" rel=\"noopener\" style=\"color: #ff6600;text-decoration: underline\">Create tasks from predefined template<\/a><\/span><\/span> feature.<\/p>\n<p>Here you will now learn how to prepare such templates.<\/p>\n<p>[\/et_pb_text][et_pb_text _builder_version=\u00bb4.25.1&#8243; custom_margin=\u00bb|40px|12px|||\u00bb global_colors_info=\u00bb{}\u00bb]<\/p>\n<div class=\"flex flex-grow flex-col max-w-full\">\n<div data-message-author-role=\"assistant\" data-message-id=\"03a1d6fc-f64d-48bc-885b-989063a67c4a\" dir=\"auto\" class=\"min-h-[20px] text-message flex flex-col items-start whitespace-pre-wrap break-words [.text-message+&amp;]:mt-5 juice:w-full juice:items-end overflow-x-auto gap-2\">\n<div class=\"flex w-full flex-col gap-1 juice:empty:hidden juice:first:pt-[3px]\">\n<div class=\"markdown prose w-full break-words dark:prose-invert light\">\n<h5>How to create templates?<\/h5>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"mt-1 flex gap-3 empty:hidden juice:-ml-3\">\n<div class=\"items-center justify-start rounded-xl p-1 flex\">\n<div class=\"flex items-center vc-button-group vc-button-group-34\">\n<div class=\"flex items-center pb-0.5 juice:pb-0\"><\/div>\n<\/div>\n<\/div>\n<\/div>\n<p>[\/et_pb_text][et_pb_text _builder_version=\u00bb4.25.1&#8243; text_font=\u00bb|300|||||||\u00bb ul_font=\u00bb||||||||\u00bb min_height=\u00bb53px\u00bb custom_margin=\u00bb|40px|9px|||\u00bb ul_text_shadow_style=\u00bbpreset3&#8243; global_colors_info=\u00bb{}\u00bb]<\/p>\n<p>Go to Configuration section \/ Additional settings <strong>(2)<\/strong> &#8211; Task group templates view <strong>(3)<\/strong>. Click on <strong>Task group template (4)<\/strong> button<\/p>\n<p>[\/et_pb_text][et_pb_image src=\u00bbhttps:\/\/www.teamogy.com\/wp-content\/uploads\/Screenshot-2024-07-07-at-16.15.19.png\u00bb title_text=\u00bbScreenshot 2024-07-07 at 16.15.19&#8243; show_in_lightbox=\u00bbon\u00bb align_tablet=\u00bbcenter\u00bb align_phone=\u00bb\u00bb align_last_edited=\u00bbon|desktop\u00bb _builder_version=\u00bb4.25.1&#8243; custom_margin=\u00bb0px|40px|40px|||\u00bb custom_padding=\u00bb0px|||||\u00bb box_shadow_style=\u00bbpreset2&#8243; global_colors_info=\u00bb{}\u00bb][\/et_pb_image][et_pb_text _builder_version=\u00bb4.25.1&#8243; text_font=\u00bb|300|||||||\u00bb ul_font=\u00bb||||||||\u00bb min_height=\u00bb53px\u00bb custom_margin=\u00bb|40px|18px|||\u00bb custom_padding=\u00bb||1px|||\u00bb hover_enabled=\u00bb0&#8243; ul_text_shadow_style=\u00bbpreset3&#8243; global_colors_info=\u00bb{}\u00bb sticky_enabled=\u00bb0&#8243;]<\/p>\n<p>Write down <strong>name of the template (1)<\/strong> and <strong>create all needed tasks one by one (2)<\/strong>. Fill in all details for each task in this template <strong>(3). With these details and according these settings, taks will be generated. <\/strong><\/p>\n<p><span>The start and end dates of the tasks in the template are stored as relative to the start of the<strong> parent entity (job, task)<\/strong>. D-Day is the day of start in this parent entity. Specific dates will be calculated at the moment of using the template.<\/span><\/p>\n<p>Value<strong> Start D+&#8230; is <\/strong>counting<strong> D= start day of job \/ task + number of days<\/strong> you write down. The <strong>Duration<\/strong> determines how long the task will take from its start. Based on this information, the end date is calculated (Start + Duration).<\/p>\n<p>[\/et_pb_text][et_pb_image src=\u00bbhttps:\/\/www.teamogy.com\/wp-content\/uploads\/Screenshot-2024-07-07-at-16.22.15.png\u00bb title_text=\u00bbScreenshot 2024-07-07 at 16.22.15&#8243; show_in_lightbox=\u00bbon\u00bb align_tablet=\u00bbcenter\u00bb align_phone=\u00bb\u00bb align_last_edited=\u00bbon|desktop\u00bb _builder_version=\u00bb4.25.1&#8243; custom_margin=\u00bb0px|40px|40px|||\u00bb custom_padding=\u00bb0px|||||\u00bb box_shadow_style=\u00bbpreset2&#8243; global_colors_info=\u00bb{}\u00bb][\/et_pb_image][et_pb_text _builder_version=\u00bb4.25.1&#8243; text_font=\u00bb|300|||||||\u00bb ul_font=\u00bb||||||||\u00bb min_height=\u00bb53px\u00bb custom_margin=\u00bb|40px|18px|||\u00bb custom_padding=\u00bb||1px|||\u00bb hover_enabled=\u00bb0&#8243; ul_text_shadow_style=\u00bbpreset3&#8243; global_colors_info=\u00bb{}\u00bb sticky_enabled=\u00bb0&#8243;]<\/p>\n<p><strong>Important notice:<\/strong> This task creation functionality can be used for a job (creating a series of tasks from a template) as well as for tasks (creating a series of subtasks from a template).<\/p>\n<p>[\/et_pb_text][et_pb_text _builder_version=\u00bb3.26.5&#8243; text_font=\u00bb|300|||||||\u00bb custom_margin=\u00bb-14px|40px||||\u00bb custom_padding=\u00bb12px|0px||||\u00bb text_font_last_edited=\u00bboff|desktop\u00bb global_module=\u00bb14686&#8243; saved_tabs=\u00bball\u00bb global_colors_info=\u00bb{}\u00bb]<\/p>\n<p><span style=\"color: #f26522\"><b>Get in Touch<\/b><\/span><\/p>\n<p><span style=\"color: #000000\">If you have problem or need further assistance, do not hesitate contact Teamogy Support. Use online chat (inside Teamogy or everywhere on\u00a0<span style=\"text-decoration: underline;color: #0c71c3\"><a href=\"https:\/\/www.teamogy.com\" style=\"color: #0c71c3;text-decoration: underline\">www.Teamogy.com<\/a><\/span> in the lower right corner) and you will get prompt reply.<\/span><\/p>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=\u00bb1_4&#8243; _builder_version=\u00bb4.16&#8243; custom_padding=\u00bb|||\u00bb global_colors_info=\u00bb{}\u00bb custom_padding__hover=\u00bb|||\u00bb][et_pb_sidebar area=\u00bbet_pb_widget_area_1&#8243; _builder_version=\u00bb4.16&#8243; header_font=\u00bb||||||||\u00bb header_font_size=\u00bb30px\u00bb body_font=\u00bb||||||||\u00bb body_font_size=\u00bb14px\u00bb body_line_height=\u00bb1.6em\u00bb global_colors_info=\u00bb{}\u00bb][\/et_pb_sidebar][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Task Templates Creation &#8211; Configuration ModeWhat this can be useful for?You can create task templates and use these templates for job \/ task implementation. Learn more about how to Create tasks from predefined template feature. Here you will now learn how to prepare such templates. How to create templates? Go to Configuration section \/ Additional [&hellip;]<\/p>\n","protected":false},"author":10,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"categories":[291],"tags":[],"class_list":["post-69526","post","type-post","status-publish","format-standard","hentry","category-manual"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.teamogy.com\/es\/wp-json\/wp\/v2\/posts\/69526","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.teamogy.com\/es\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.teamogy.com\/es\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.teamogy.com\/es\/wp-json\/wp\/v2\/users\/10"}],"replies":[{"embeddable":true,"href":"https:\/\/www.teamogy.com\/es\/wp-json\/wp\/v2\/comments?post=69526"}],"version-history":[{"count":1,"href":"https:\/\/www.teamogy.com\/es\/wp-json\/wp\/v2\/posts\/69526\/revisions"}],"predecessor-version":[{"id":987518195,"href":"https:\/\/www.teamogy.com\/es\/wp-json\/wp\/v2\/posts\/69526\/revisions\/987518195"}],"wp:attachment":[{"href":"https:\/\/www.teamogy.com\/es\/wp-json\/wp\/v2\/media?parent=69526"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.teamogy.com\/es\/wp-json\/wp\/v2\/categories?post=69526"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.teamogy.com\/es\/wp-json\/wp\/v2\/tags?post=69526"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}