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Templates are defined and saved at the customer, group, or project level and must have unique names. A project role with Task Administrator privileges is required. The process covers template creation, due-date offsets, task description, approval and review options, owner assignment, and optional password authentication and status constraints. 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Each template must be uniquely named.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"What role is required to create a task template?",{"text":113,"@type":109},"A project role that includes the Task Administrator user right is required.",{"name":115,"@type":106,"acceptedAnswer":116},"How do sequence numbers affect task notifications?",{"text":117,"@type":109},"If sequence numbers are assigned, users or user groups with the lowest sequence number receive notifications first. 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Task templates can also be created independently of the task creation or editing. Task templates are defined and saved at the customer level, group level, or project level and must be uniquely named.  \nRequirements: You must have a project role that includes the Task Administrator user right. Creating a task template for a task  \n1.  \n2.  \n3.  \n4.  \nSelect Task Template > Create Task Template. Type a name for the task template.  \nPerform the following actions as needed:  \n\n| For this option | Do this |\n| --- | --- |\n| Days to\u003Cbr>Due Date | Define how many days before the due date, the users must set the task status. |\n| Description | Type information about the task. |\n| Color Approval | Select this check box if you want to perform Matchprint Virtual coloraccurate monitor proofing for the elements, based on the color target that you select in the list.\u003Cbr>This option is only available when the following conditions are met:\u003Cbr> The Matchprint Virtual option is licensed for your system.\u003Cbr> One or more color targets are available to you to associate with the task.\u003Cbr>Note: Color targets are used to render the elements in Smart Review. Your system administrator sets up the color targets.\u003Cbr> At least one of the selected elements uses a format that is supported by Matchprint Virtual. |\n| Task Options |  Select Require password authentication for approvers to require approval users to enter the system password before setting the task status.\u003Cbr> Select Allow 'Approve With Changes' Status to make the Approve With Changes status available when users approve a task (in addition to the default Approved and Rejected statuses) .\u003Cbr> Select Only allow 'OK' status for reviewers to allow reviewers to set the Review-OK status only. With this option selected, the Review-Not OK status is disabled.\u003Cbr> Select Exclude task from automatic reminders to exclude this task from the auto-task reminder mechanism which may be configured for the customer.\u003Cbr> In the Owner list, select the owner of the task. This property can be used for efficient task management, such as searching and filtering. |\n\nOn the Users tab, perform the following actions as needed:  \n5.  \n\n| For this option | Do this |\n| --- | --- |\n| Filter | (Optional) If a user to be assigned to the task has a User Category assigned, the Filter list appears. Select a User Category from the list to filter the users in the Users area. |\n| TaskChecklist | (Optional) If the Task Checklist is added to the customer, available Task Checklists appear in the Task Checklist menu. Select a Task Checklist that you want to apply to the task. |\n| Users | Select the users that you want to assign to the task. Select the\u003Cbr>approver users, reviewer users, and color approver users separately. |\n| Sequence | (Optional) Add a sequence number for each user to control the task notification order.\u003Cbr>If the sequence numbers are assigned, the users with the lowest sequence number receive the task notification at first. Other users with higher sequence numbers will not receive the task notification until the users with lower sequence numbers approve the task. |\n| Days to Due Date | (Optional) If you set the Sequence number, you can set a specific due date for the user. |\n\nOn the User Group tab, perform the following actions as needed:  \n\n| For this option | Do this |\n| --- | --- |\n| Filter | (Optional) If a user group to be assigned to the task has a User Category assigned, the Filter list appears. Select a User Category from the list to filter the user groups in the User Groups area. |\n| TaskChecklist | (Optional) If the Task Checklist is added to the customer, available Task Checklists appear in the Task Checklist menu. Select a Task Checklist that you want to apply to the task. |\n| User Groups | Select the user groups that you want to assign to the task. Select the approver user groups, reviewer user group","cbCaib534MwNJTgX","https://ap.wps.com/l/cbCaib534MwNJTgX","pdf",49495,"English","# Creating a task template\n## Prerequisites and scope\n## Requirements and unique naming\n## Create a task template\n### Task options\n### Users tab\n### User group tab\n## Create action task template","[{\"question\":\"Where are task templates defined and saved?\",\"answer\":\"Task templates are defined and saved at the customer level, group level, or project level. Each template must be uniquely named.\"},{\"question\":\"What role is required to create a task template?\",\"answer\":\"A project role that includes the Task Administrator user right is required.\"},{\"question\":\"How do sequence numbers affect task notifications?\",\"answer\":\"If sequence numbers are assigned, users or user groups with the lowest sequence number receive notifications first. Others with higher numbers wait until lower-sequence approvers complete their approval.\"}]","Creating a Task Template - Create and Configure Task Templates | PDF"]