Task durations in templates

When you're using the Duration ClickApp, you can include task durations in templates.

For templates created before enabling the Duration ClickApp, you will need to update the existing template to include durations on tasks.

We recommend not using start and due dates in templates with durations. When you apply the template, setting the start or due date on your newly created tasks will use the duration to schedule your work.

Feature availability and limits vary by plan and user role. Learn more

Update an existing template to add task durations

Any existing templates will need to be updated in order to work with durations.

To include durations in a new or existing template:

  1. Activate the Duration ClickApp for your Workspace.
  2. Apply an existing template to a new location or task.
  3. Set durations on your tasks.
  4. Choose what to include in your template:
    • Import everything which includes task durations.
    • or Customize import items.
  5. Click Save template.

Screenshot of the options available when updating an existing template.

Create a template with task durations

To include durations in a new template:

  1. Activate the Duration ClickApp for your Workspace.
  2. Create your tasks for a new template.
  3. Set durations on your tasks.
  4. Choose what to include in your template:
    • Import everything which includes task durations.
    • or Customize import items.
  5. Click Save template.

Create a template with durations and no start or due dates

You can create or update a template with durations and without start and due dates set on tasks.

When the template is applied, you can set either the start or due date on your tasks. Your newly created tasks will use their durations to schedule your work.

To create a template without start or due dates:
  • Create tasks without start or due dates in your template.
  • Or customize import items and uncheck start date and due dates when you save your template.

Screenshot of the options to exclude start and due dates when creating or updating a template.

Create or update a template without task durations

To exclude durations set on tasks when creating or updating a template:

  1. Select Customize import items.
  2. Uncheck Duration.
  3. Click Save template.

Screenshot of the option exclude durations from tasks when creating a template.

Use templates with scheduling features

Create a new List template with tasks where:

  • Dependencies are created between all of the tasks.
  • Durations are set on every task.
  • Start and due dates are not set on tasks.

When you create a new List using the template, in the project dates section, select Import as-is. This will not set start and due date as the template is applied.

Once the new List is created, you can set the start or due date on the very first task in the dependency chain to automatically set the dates on all the other tasks.

Screenshot of the option to include project dates as is when applying a List template.

Remap dates with scheduling features

Create an new List template with tasks where:

  • Dependencies are created between all of the tasks.
  • Durations are set on every task.
  • Start and due dates are set on every task.

When you create a new List using the template, in the project dates section, select Remap dates. The start and due dates will remap according to the task duration.

Screenshot of the option to remap project dates when applying a List template.

Example tasks after remapping dates

The following table describes the dates on a task when remapped by applying a template:

Task Location Start date Duration Due date
Task 1 Original Template List April 7th 10d April 18th
Task 1 (new) New List created using the template April 14th 10d April 25th

Remap dates and skip weekends

If you choose to Skip weekends when applying the template, any elapsed durations will be converted to durations that skip Saturdays and Sundays.

Weekends are subtracted from the elapsed duration when calculating the updated duration.

Screenshot of the option to remap project dates and skip weekends when applying a List template.

Example tasks after remapping dates and skipping weekends

The following table describes the dates on a task when remapped by applying a template:

Task Location Start date Duration Due date
Task 1 Original Template List April 7th e10d April 16th
Task 1 (new) New List created from the template April 14th 8d April 23rd

 

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