Task List Templates

Overview

Task list templates empower administrators to create standardised templates for task checklists, requiring completion by projects and groups within the organisation. These templates serve as pre-defined structures that outline the necessary steps, requirements, and deadlines for completing specific tasks. By using Task List Templates, administrators ensure consistency and efficiency in task management across various projects and groups. This systematic approach not only simplifies task delegation and monitoring but also enhances productivity by providing clear guidelines for execution. Customisable and adaptable to different project needs, Task List Templates streamline workflow processes, improve coordination, and facilitate effective project management within the organisation.

Task Management Flow Diagram

Below is a chart that illustrates the relationships between the different roles and how task lists can be created and used across the system. The larger boxes highlight the focal point of this section.

flowchart TD

    subgraph User
        A1[Create New Task] --> A2[Tasks]
        A3[Import Tasks from Project Task List] --> A2
    end

    subgraph Project Admin
        B1[Create Project Task List] --> B2[Task List]
        B3[Import Task List from Template] --> B2
    end

    subgraph Super Admin
        C1[Create Task List Template]:::focus --> C2[Template]:::focus
    end

    C2 --> B3
    B2 --> A3
    classDef focus font-size:1.2em,font-weight:bold,stroke-width:3px

Understanding Task List Templates

By standardising workflows and procedures, Task List Templates ensure consistency in task assignment and facilitate efficient project management. Administrators can customise these templates to suit different project requirements, thereby ensuring that tasks are completed in a systematic and organised manner. Understanding Task List Templates enables teams to streamline collaboration, monitor progress effectively, and achieve project objectives more efficiently.

Task List Templates within the CAG Database include the following information, they are split into two sections. The first is the information about the template:

Name	Description	Input type	Requirement Type	Linked To
List Template Name	The name assigned to this list template. It provides a descriptive label for the list template, aiding in easy recognition.	text	required	n/a
List Template Description	Additional information about this list template, aiding both users and volunteers in understanding its context.	text	optional	n/a
Archived	Whether this template has been archived.	choice	required	n/a

The second is the information about the tasks:

Name	Description	Input type	Requirement Type	Linked To
Task Name	The name assigned to this task. It provides a descriptive label for the task, aiding in easy recognition.	text	required	n/a
Task Description	Additional information about this task, aiding both users and volunteers in understanding its context.	text	optional	n/a
Task Order	The number order that this task is set to by default.	choice	required	n/a
Archived	Whether this task has been archived.	choice	required	n/a