How to create a new version of a Task template?

While Task templates can’t be edited on their own, new versions can be created.

The creation of a new version is exactly the same as creating a new task template, ecxept that in the “From existing” section we choose the template from which we want to create the new version.



Once we’ve chosen the template from which we’re creating the new version, we need to decide if this new version will be used from now on. If yes, then in the “Status” field we should mark it as active. If not, we should switch it to “Inactive”.



Now you can edit any of the previously added fields and add new ones if needed.

To easily change the order of dynamic fileds in a Task template, click on the dots in left side of the dynamic fileds and drag and drop it to the desired position.



Once you’re finished, click on “Create”.

How to enable and change user permissions?

User permissions provide project managers with more flexibility when it comes to information sharing. To enable user permissions, open a board and click on the “Board Members” section in the top right corner.



A sidebar will open. Once it’s open click on the “User permissions” switch to enable different permissions for team members.



Once the permissions are on, you’ll be able to see a list of all board members along with their permissions settings.



To change the settings for one of the board members, click on their name. A selection of options will open, along with the description of each section.



Once you’re done adjusting the permisions of a board member, click on “Edit” in the bottom right corner.


How to complete an approval request?

Approval requests are shown and handled from the Home section. Once someone requests your approval on something, you’ll receive a notification and have it listed in the top right corner.



To decide on whether or not you’ll give your approval, click on the name of the approval request. A section with a description and any attached document will appear.



To quickly approve the request, click on the “Approve” button in the top right corner of the section. To see additional options (Reject and Reset) click on the arrow pointing down.



Once all the approvers have made their decision, the request will be marked as complete and removed from the “Approvals” section.

How to set an input/output document as mandatory?

Documents can be made madatory while we’re creating a document placeholder or adding a document, as well as through the use of task dependencies after the fact.

While we’re creating a document placeholder or adding a document as input and output documentation on a task, we have the option to set the upload of that document as mandatory.

When a task has a mandatory input document it can’t start until the document is uploaded (it’s marked as Blocked). On the other hand, when a task has a mandatory output document it can’t be set to “Done” before the document upload.

To set a document as mandatory, click on the switch next to “Mandatory”.



Once everything is done, click on “Create”.

This can also be done throug task dependencies. While we’re adding the input/output document dependency, we’re able to switch on the “Mandatory” option for the document.



Once everything is done, click on “Create”.

How to create a team?

In Teodesk, teams are created in the Employee module or through the navigation.

To create a team in the Employee module, click on the “Employees” tab in the top right corner. A dropdown menu will appear.



Click on “Teams” and a new section will open. To add a new team, click on the “+” icon in the top right corner of this new section.



A sidebar will appear on the right.



Here we name the team and choose people that will be a part of it. Once this is done, a team is created by clicking on the “Create” button on the bottom.


Where to find archived stages and tasks?

Archived tasks can be found by clicking on the “Grid” field in the right corner of the Board. A dropdown menu will open.



By clicking on “Archived” a timeline for all archived tasks will open.



Here we can also see if the task was archived by archiving the whole stage or separately. If we unarchive a task that’s been archived as a part of a stage, the stage will be automatically unarchived as well.