Modify the tasks in a checklist template

Only the model moderators are authorized to modify the model tasks.

To modify the tasks of a checklist template :

1. Go to the model in question
   
2. Click on the button with the three vertical points
   
3. Click on Modify Template Tasks
   

From then on, it is possible to modify the options of each task. To modify the options of a task :

1. Click on the task to be modified.
   
2. Edit the task options by clicking on the fields in the details pane on the right side of the screen.
   

Via the details pane, you can modify the following options:

• The name of the task
  
• The person responsible for the task
  
• The workspaces to which the task is attached
  
• The 4 options that concern the planned date: planned date X somedays before the reference date, planned date on the reference date, planned date X days after the reference date or no date.
  
• The 4 options that concern the due date: due date X days before the reference date, due date on the reference date, due date X days after the reference date or no date.
  
• The sub-tasks of the task
  
• The description of the task
  
• The files attached to the task
  
• The Task Watchers
  

Changes are saved automatically.

Info: All changes made to the template will apply to checklists launched in the future. All checklists launched in the past will not be modified.

Updated on: 09/04/2024