Precursive 2.0
Templates
List Templates

List Templates

Use a List Templates to populate the List in a Project and Phase.

  • 22-May-2024
  • Knowledge

Title
List Templates
URL Name
List-Templates
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List Templates can be used to populate the Lists that appear in the Kanban that can represent the status of a Task, e.g. Not Started, In Progress, etc., or group Tasks into stages or buckets. 

They can be used in conjunction with Task Templates and attached to Project Categories in order to build templatized Projects in seconds. 

Download an Example List Template, which can be used as it is, or customized to fit a bespoke delivery method. The table below explains each column header available to use in versions 2.0 and later. 

 

Name

Define the List Name, e.g. Not Started, In Progress, etc.

Format: Text

Order

Define the order the Lists should appear from left to right

Format: Number

Default

Define a default List that Tasks should join should no List Name be defined on the Task Template. Best practice: set Not Started as the default List Name by entering the value “TRUE”, and “FALSE” for the other List Names.

Format: “TRUE” or “FALSE”

Type

Choose between the following the Task statuses: a) Inactive, b) Active, c) Complete

The List in which a Task is organized will dictate the Task's status. Best practice: start with the Inactive Lists, e.g. Order 1, then move to Active, then Complete

Format: "Inactive", "Active", or "Complete"

Shared with Customer

State whether or not the Task should be visible to customers when using External Sharing or Workspace.

Format: "TRUE" or "FALSE"

Upload a List Template 

To upload a List Template to Precursive, search and select List Templates from Precursive HQ, and click New.

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  • Toggle to List
  • Name your Template
  • Make the Template  a) Visible and b) Active
  • Upload a .CSV file

List Templates can be used alongside Task Templates, and attached to Project Categories to maximize efficiency when creating templatized Projects.

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