The Plan template can be modified at template level prior to leveraging the template in a project.
Click the gear icon:
Choose Plan Templates and select your template:
How to modify a task list?
When you are in the template you can select the Task list and all tasks will be selected. The multi-selection menu bar will appear:
Note: The multi-selection menu bar shows the total number of selected tasks.
Edit
This option allows you to Mass edit tasks. At template level, you can pre-assign the tasks to team members, enter the time effort and set the priority:
Assign to user(s): Select your member(s) to assign to the tasks.
Effort: Enter the estimate time effort to complete the tasks.
Priority: Select the priority of your task(s).
Move to
This option allows you to move a task(s) to another task list:
Plan template: The plan name will be displayed.
Task list: Select the task list you want the tasks to move to.
Copy to
This option allows you to copy the task or multi-selected tasks:
Plan template: The plan template name will be displayed.
Task list: This option allows you to copy the task or multi-selected tasks.
Delete
This option allows you to delete the task or multi-selected tasks:
Clear selection
This option allows you to clear a selection of tasks.
Additional options
In the Plan Template, the ellipsis (...) button, has several options to leverage.
Duplicate
This option allows you to copy the template:
You can either Continue in the current plan template or you can go to the copy of the template.
Click Take me to the template!
In front of the new plan template's name, the prefix Çopy of will appear.
Edit
Here, you can edit the plan template:
Plan name: Edit the name of the Plan template.
Contract template: Select the Contract template to link the plan template to (Optional).
Description: Enter your description here (Optional).
Delete
This option will delete the plan template:
Team
This option will show the Team member(s):