Task lists are how work gets completed within a project in the platform - they contain lists of tasks that are automatically assigned to the project design team during the life of a project. A task list template is a description of what tasks the task lists should contain when a project uses the template. A project uses the template when a project type is selected in the brief. If no project type is selected, a default template is used.

Navigating task list templates

You can view all of your task list templates ("Project types") used in your agency by clicking into the Operations > Task list templates nav menu:

You can edit task list templates names to fit a specific project type. Clicking on a task list template row opens the template to view the lists of tasks.

Creating

Add a task list by clicking the Add task list button on the bottom of the *Task list templates_ list-view screen. You're prompted to enter a name and configure the tasks.

Copying and editing templates

Once task lists are created, they become available in the task list templates list view. You can rename, edit, copy and delete the templates.

To view your options, hover over a template in the list view.

Creative team assignment

A template can be assigned to a creative team so that when a project is started with that project type, the team assigned will be assigned as the project design team.
This setting will take precedence when assigning a creative team to a new project

Task lists and tasks within the template

Task lists consist of tasks, which can be ordered and grouped. You can add your own task list or choose from pre-configured options provided in the platform. To add a task list, simply click Add task list button on the bottom of the screen.

When adding a new task list, you'll be prompted for the name of the task list. Each task list entered comes with a default list of four tasks.

1. Task List Name
2. “Creative Review”
3. “Client Review”
4. “PM Review”

These tasks can be edited and deleted, and you can add more tasks to a task list by clicking Add Task.

Re-ordering tasks

Tasks can be re-ordered by clicking and dragging the icon at the left side of the task bar. The numbering will automatically update for tasks as they are re-arranged.

Expanding and collapsing task lists

You can expand or collapse a task list to see all of the respective tasks in the list by clicking the arrow on the left side. The timeframe for the task list is a combined sum of the tasks' timeframes.

Timeframes

Timeframe is the amount of time you expect the task to be open start to finish. An 8-hour work day will be used to calculate estimates. Timeframes are entered in templates to assist with the planning and budgeting process, and they can be paired with the assignee column to provide estimates to your clients for the amount of time required from each party. Timeframes are essential for accurate scheduling of a project.

Assignees

The Assignee column denotes which team member category is responsible for a respective task. Every team member is assigned one or more roles, and the assignee column helps organize and estimate the work load required.

Client review

Each task has a toggle for client review. This determines whether the task is a milestone that requires the client team to review and approve before proceeding. Marking a task as client review means that when the preceding tasks are completed and the task becomes available, a notification will be sent to the client.

Set a task as client review

Any task can be marked as a client review step. To do this, click the three-dot button and select Set as client review.

Remove client review

For a task set as client review, click the same three-dot button and select Remove client review to turn off the Review.

Task list statuses

New workflows are started in Draft status. Workflows must be published before they're able to be used within a project. The three statuses are listed below.