Edit a template task

This is a visual flag for you which allows you to prioritize your template tasks.

Select from the following options:

• None

• Low

• Normal

• High

• Urgent

Depending on the Project Preferences selected by your Workfront administrator, the names of priorities might be different for you. For more information about editing priorities, see Create and customize priorities.

The future task created from this template will have this Duration Type.
Duration Type identifies the relationship between the following:

- number of resources assigned to a task

- the total effort required to complete the task

- the total duration of the task.

Duration Types enable you to set consistent resource assignments based on the needs of the task. For more information about the Duration Type of a task, see Overview of Task Duration and Duration Type.

Select from the following options:

• Calculated Assignment

• Calculated Work

• Effort Driven

• Simple

Specify the Duration of the future tasks, in minutes, hours, days, weeks, or months. The future task created from this template will have the Duration specified here.

By default, Workfront measures Duration in days. This is the amount of time that you allow for the task to remain incomplete, before it must be completed. You cannot specify the Duration of a task when the Duration Type of the task is Simple, or when the Task Constraint is Fixed Dates.

IMPORTANT

Duration is typically the amount of time between the Planned Start and the Planned Completion Dates of a template task, and for this reason, it affects the timeline of the template. This determines the timeline of the future project created from the template.

The task on the project created from this template will have this constraint. Task Constraints identify when a task must be completed.

Select from the following options:

• Fixed Dates. Specify a Planned Start and a Planned Completion Date.
• Must Start On. Specify a Planned Start Date.
• Must Finish On. Specify a Planned Completion Date.
• As Soon as Possible
• As Late as Possible
• Earliest Available Time
• Latest Available Time
• Start No Later Than. Specify a Planned Start Date.
• Start No Earlier Than. Specify a Planned Start Date.
• Finish No Later Than. Specify a Planned Completion Date.
• Finish No Earlier Than. Specify a Planned Completion Date.

For more information on Task Constraint, see Task Constraint overview.

You can specify the Start Day of a template task only when the Task Constraint is one of the following:

• Must Start On
• Start No Earlier Than
• Start No Later Than
• Fixed Dates

This will correspond to the date within the timeline of the future project when the task will start. For all other constraints, Workfront calculates the Start Day based on predecessor dependency between the tasks.

You can specify the Completion Day of a template task only when the Task Constraint is one of the following:

• Must Finish On
• Finish No Earlier Than
• Finish No Later Than
• Fixed Dates

This will correspond to the date within the timeline of the future project when the task will complete. For all other constraints, Workfront calculates the Completion Day based on Duration and predecessor dependency.

Specify the Cost Type for the future task. This is going to determine how the Cost on the task is calculated, based on the number of hours on the tasks.

Select from the following options:

• No Cost

• Fixed Hourly

• User Hourly

• Role Hourly

For more information about tracking costs, see Track costs.

Specify the Revenue Type for the future task. This is going to determine how the Revenue on the task is calculated, based on the number of hours on the tasks.

Select from the following options:

• Not Billable

• User Hourly

• Role Hourly

• Fixed Hourly

• User Hourly w/Cap

• Role Hourly w/Cap

• User Hourly Plus Fixed

• Role Hourly Plus Fixed

• Fixed Revenue

For more information about tracking revenue, see Overview of Billing and Revenue.

Choose a milestone to associate with the selected template task.

IMPORTANT

You must associate a milestone path with a template for this field to display. For more information, see Edit project templates.

Specify how the progress status of the future task will be tracked.

Select from the following options:

• User Must Update

• Assume on Time

• Ignore Late Warnings

• Autocomplete

• Predecessor

For more information about the Tracking Mode on tasks, see Task Tracking Mode overview.

Select the approval process you want to associate with the template task. Your Workfront administrator must define system-level task Approval Processes before you can associate them with template tasks. A user with administrative access to Approval processes can also create group-specific approval processes. For more information about creating approval processes, see Create an approval process for work items.

Consider the following when adding approval processes:

• Only active approval processes display in the list.

• System-wide and group-specific approval processes display in the list. Approval processes associated with a group other than that of the template do not display in the list.

  Important: If the group associated with the template changes, the group-specific approval process becomes a single-use approval process. For more information about how changes to the group of the project or changes in the approval process affect approval settings, see How group and approval process changes affect assigned approval processes.

• If you added a single-use approval process, it displays as "<Custom>" in this field. For information, see Associate a new or existing approval process with work.

• When bulk-editing template tasks, the following scenarios exist:

  • When you select template tasks from the same template group, both system-level and group-level approval processes display in this field.

  • When you select template tasks from different template groups, only system-level approval processes display in this field.

  • When any of the template tasks has a single-use approval process attached, it is replaced by the system-level or group-level approval process you select.