Create a task group from a template

Create a task group from a template if the task group you want to create is similar to one of your saved task group templates. When you create a task group from a template, all tasks belonging to the task group template will be created as well.

To create a task group from a template:

1. Open the Workspace Administration Tool.

2. Select Workspaces > Manage workspaces.

3. On the Workspaces page, select the workspace that will contain the new task group.

4. Click Use template.

5. On the Select template page select the task group template you want to use then click OK.

6. The New task group page displays, with information from the template filled into appropriate fields.

7. Select Recurring if you want a new identical task group to be created after this task group moves into complete state. Otherwise, select Single-use.

8. (Optional) Select Quick publish if you want the file and data changes in this task group to be published to production as soon as all tasks are marked complete and all approvals are satisfied. Quick publish is not supported in WebSphere Commerce Developer.

9. (Optional) In the Due date field, you can change the year, month, and day by which the task group should be completed. This field is for your information only. WebSphere Commerce does not perform any actions based on this date.

10. (Optional) Add or remove task group approvers.

    • To add an approver, select an approver in the Available approvers list and click Add approvers.

    • To remove an approver, select an approver from the Selected approvers list and click Remove approvers.

11. (Optional) Change the task group name or description:

    1. Select the language for the name and description you want to change

    2. Type the new name or description for the selected language. If you do not specify a name for the task group, the system generated task group code will be displayed for users using the selected language.

    3. Repeat steps a and b for other languages, if required.

12. Click OK.

Workspace Content Contributors will not be able to work on their assigned tasks until the task group containing their tasks is activated. Refer to Activating a task group for instructions.

Related Concepts

Workspaces, task groups, and tasks

Related tasks

Create a task group template

Related Reference

Workspaces best practices