Task bundles help you to organize your projects even better. If you need a set a predefined tasks for your projects, you can just create a task bundle and later (automatically) add it to your projects as lists of tasks. This way you also have the option to create standard projects plans by connecting task bundles with a project type.
There are three ways to create task bundles in awork:
- Create a task bundles from scratch
- Import a bundle from our public library
- Create a bundle from an existing project
Create tasks bundles from scratch
Go to Settings -> Task Bundles. Now click "Add Task Bundle" and enter a name, add a description and assign a logo.
Now you can add task lists and tasks, just as you do in a project.
By clicking the three dots next to the task you can edit the task details. You have the option to add the following:
- Description
- Subtasks
- Type of Work
- Planned Effort
Furthermore you can set the start date and the deadline for a task in reference to the time the task gets created (as in "added to a project"). When setting both start date and deadline the task will show up in the timeline of the project the task bundle is added to.
Import from our library
Go to Settings -> Task bundles. Now choose the option "Templates from awork". A windows with our task bundle library will open. You can click on the template to see the details and import them to your workspace via the small arrow.
The detail page describes the task bundle and gives you the option to read our blog article that describes the bundle. You can also see all lists and tasks in details and import the bundle into your workspace.
Of course you can edit the task bundle (e.g. delete or add tasks) after the import to make it fit your process.
Create task bundles from a project
A new task bundle can be created from the existing tasks and lists of a project.
To do so, go to the project tasks in the list view. You can save the whole project as a task bundle by clicking the More button. All task lists and tasks including their details are saved as a task bundle and can be reused in other projects.
Individual lists of a project can also be saved as a task bundle. To do so, click the More button at the respective task list and select the option to create a new task bundle.
Edit task bundles
You can edit task bundles at any time. Go to the overview via Settings -> Task bundles and click on the name of the bundle you want to edit. You now have all the options that where available when creating a task bundle.
Additionally you can reorder task lists, delete the list or delete all tasks from a list
Tipp: If you change a task bundle that is already used in projects or project types, it will have no effect on existing projects. The changes will only apply when this task bundle is newly added to a project.
Add tasks bundles to project types
To connect a task bundle with a project type, click on the three dots in the top right and select "Manage Project Types". Now you can either edit existing connections or create new ones via the "Add to project type" button.
The next step gives you the option to select a project type and decide in which status the task bundle should be added. If you don't select the option "project creation" the task will appear when you switch the project to the selected status.
Of course you can add task bundles to you project types from within the project types as well. We describe how to do it here.
Add task bundles to a project.
If you want to add the task bundle to a single project, and not the project type, just navigate to your project tasks and click on the “Import Task Bundle” Button. Select the bundle you want to add and you are done.
Of course you can import templates from our library here too.
