Project Templates

[Tony]

Hi All,

Need some guidance setting up some projects templates for our PMs.

In a nutshell, I need to create predefined templates that will populate a projects with all the required tasks and milestones.

I've setup templates before, however i'm running into a few issues with this one in particular.

For reference, the structure of the project goes something like:

PROJECT X

1. Project Brief
  - Create Brief (TASK)
  - Review Brief (TASK)
  - Brief Agency (TASK)
  - Brief Internally (TASK)
  - Share Brief (TASK)

2. Create Concepts
  - Receive Concepts (TASK)
  - Review/Approve Concepts (VERSIONS/REVIEW/APPROVAL)
  - Share feedback with Agency (TASK)
  - Approve (REVIEW/APPROVAL)

3. Production Process
  - Review TV/Video Concepts (VERSIONS/REVIEW/APPROVAL)
  - Share with Management for Approval (REVIEW/APPROVAL)
  - Send RFP to (min) 3 Production Houses (TASK)
  - Receive Proposals (TASK)
  - Review Proposed Treatments (REVIEW/APPROVAL)
  - Review Quotations (TASK)
  - Select Production House (TASK)
  - Obtain management Approval (REVIEW/APPROVAL)
  - Raise PR/PO (TASK)
  - Proceed to Production

4. Production
  - Use existing template

5. Delivery
  - Approve Plan & PRF (REVIEW/APPROVAL)
  - Versions approval  (REVIEW/APPROVAL)
  - Adaptations (Social, Print etc)  (REVIEW/APPROVAL)
  - Final Approval  (REVIEW/APPROVAL)
  - Delivery

6. Reporting
  - Use existing template

 

OK, a bit convoluted I know - but that's our process. 

I realise a lot of these are not tasks, merely approvals, or could be Milestones, which is fine. The main issue I have is crafting a template that includes these Milestone - which I haven't figured out how to do.

When I add a list of task templates to a project, I can't manually insert Milestones - I can create them separately, but can't re-order the task list according to the hierarchy I want.

Also, generally, I'm not able to re-arrange tasks in the list - I try dragging tasks up and down but nothing happens.

 

Any help guys?

Thanks
Tony

[Mattias Lagergren]

Hi Tony,

Unfortunately you cannot have Milestones in task templates. If you've a developer or have some python knowledge yourself you could do this as a Action instead, http://ftrack.rtd.ftrack.com/en/latest/using/actions.html , then you can make really custom things and tailor it to your liking

 

[Tony]

OK, I'm trying to setup these projects, but Milestones are a bit of a pain. I've setup and Template and am manually adding Milestones, but can't drag/re-order the list. How comes?

[Tony]

Also - can I have pre-defined Teams that I can select and assign, rather than adding them manually. Would be nice to have an option to set a Manager(s) for the project when creating new Projects too!

[Mattias Lagergren]

On 4/18/2016 at 11:04 AM, Tony said:

Also - can I have pre-defined Teams that I can select and assign, rather than adding them manually. Would be nice to have an option to set a Manager(s) for the project when creating new Projects too!

It is not possible today but sounds like a good idea! I will make sure we have a feature request ticket for this

[Tony]

Thanks Matt - what about the re-ordering issue above?

[Mattias Lagergren]

2 hours ago, Tony said:

Thanks Matt - what about the re-ordering issue above?

Do you mean like sort it so that it appears under the Task, or as a child item to the task? Tasks cannot have any child items under them - not even milestones (they can be linked though) 

As for re-ordering you can enable it under the configuration wheel > Manual sort

[Tony]

Manually Sort - that's done it! Thanks Matt

[Tony]

Is there a way to set Manual sort as a default?

[Mattias Lagergren]

14 hours ago, Tony said:

Is there a way to set Manual sort as a default?

I'm afraid not but the setting should be saved and be persistent between page reloads