Easy methods to create a mission template within the ONLYOFFICE Challenge Administration device

You need to use ONLYOFFICE as a mission administration device. This is arrange a template so you possibly can simply entry the work in your tasks. Jack Wallen exhibits you ways.


Challenge administration is one thing each enterprise should think about in some unspecified time in the future. Your organization might need began out small, however because it grows so too will the variety of tasks you undertake. As these tasks proceed to develop, you’ll want the means to not solely higher handle them, however make the creation of comparable tasks simpler.

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In the event you’ve given ONLYOFFICE a strive, you already know it features a mission administration element. You may not know, nonetheless, that the mission administration device options mission templates. With these templates, you might be higher empowered to create mission templates that embody a mission construction (milestones) and even pre-configured duties. With every milestone in a template, you can provide it a reputation then set a length.

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For instance, let’s say you often must create new improvement tasks, every of which incorporates the next milestones (with various durations):

  • Necessities gathering.
  • Validate your requirement expectations.
  • Predevelopment planning.
  • High quality assurance testing.
  • Consumer acceptance testing.
  • Deployment.
  • Assist

You may additionally want to incorporate duties corresponding to:

  • Assign builders.
  • Value estimates.
  • Documentation

Now that now we have our milestones and our duties pieced collectively, we are able to create a template that features all of these objects. Let’s make that occur.

What you’ll want

To create a mission template, you’ll want a operating occasion of OTRS (learn how to deploy OTRS in Easy methods to set up the OTRS neighborhood version assist desktop platform on Ubuntu Server 20.04).

Easy methods to create a mission template

Log into your occasion of ONLYOFFICE and click on Tasks from the principle window (Determine A).

Determine A

Accessing the Project Management tool in ONLYOFFICE.
Accessing the Challenge Administration device in ONLYOFFICE.

Within the ensuing window, click on Challenge Templates from the sidebar (Determine B).

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Determine B

The Project Management tool in ONLYOFFICE is quite easy to use.
The Challenge Administration device in ONLYOFFICE is sort of straightforward to make use of.

Click on Challenge Templates after which, within the subsequent window, click on Create the First Template (Determine C).

Determine C

Creating your first project template in ONLYOFFICE Projects.
Creating your first mission template in ONLYOFFICE Tasks.

Within the ensuing window (Determine D), give the template a reputation after which click on Add milestone.

Determine D

Configuring a project management template that you'll use over and over.
Configuring a mission administration template that you just’ll use time and again.

Proceed including your milestones (and associating a length till they’re all entered). Subsequent, click on Add Job and add the entire mandatory duties (Determine E).

Determine E

Adding a shortlist of tasks to our template.
Including a shortlist of duties to our template.

If you should assign a selected activity to a selected milestone, click on the drop-down arrow related to the milestone after which click on Add Job. You’ll be able to add as many duties to a milestone as you want (Determine F).

Determine F

Adding specific tasks to specific milestones.
Including particular duties to particular milestones.

When you’ve accomplished the template, click on Save to finish the template. When you’ve executed that, you’ll be taken to the listing of mission templates. Choose your template after which click on Create Challenge and also you’ll be taken to the Create new mission web page with the entire milestones and duties from the template. All it’s a must to do is give the mission a reputation, an outline, assign a crew and click on Save (Determine G).

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Determine G

Creating a new project from our template.
Creating a brand new mission from our template.

And that’s all there’s to create a mission template for ONLYOFFICE Tasks. It is a nice choice for anybody simply getting began with mission administration and desires an in-house answer that doesn’t skimp on options.

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