Creating and Managing Task Templates in Keka PSA

Learn how to create, customize, and apply task templates to streamline your project management process.

Keka PSA’s task templates simplify project management by allowing organizations to create reusable sets of tasks and phases, streamlining workflows and saving time. These templates ensure consistency across projects, enhancing collaboration by providing teams with a clear structure. By optimizing resource allocation, reducing manual errors, and standardizing workflows, task templates boost productivity, enabling teams to focus on execution rather than repetitive setup a clear structure of tasks and phases, improving communication and execution.

TABLE OF CONTENTS

• How to Create a Task Template
• Adding Tasks and Phases to a Template
• Bulk Import Tasks and Phases

How to Create a Task Template

Follow these steps to create a task template in Keka PSA:

1. Navigate to the Project Section:

   • Click on Project in the left navigation menu. Select the Projects tab. Open the Task Templates tab.

2. Add a New Template:

   • Click on the +Add Template button.
     
     
     
     
   • In the overlay window, enter a Name for the template and an optional Description.
     
     
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   • Click Add, and the new template will appear in the Task Templates List.
     
     
     
     
     

 

Adding Tasks and Phases to a Template

1. Add Phases Individually

• Click +Add Phase to define the project’s key stages.
• Enter a phase name and click the tick icon to save it.
• Create multiple phases to structure the project framework.
  
  
  
  

2. Add Tasks to Phases

• Click +Add Task beneath a specific phase to add tasks within it.
  
  
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• Enter the task name and click the tick icon to save.
  
  
  
  
  
  

Pro Tip: If tasks are added directly from the top ribbon after phases have been created, they’ll automatically be assigned to the last phase.

 

Bulk Import Tasks and Phases

How It Works

For faster setup, use the Bulk Import feature:

1. Click the Import from Excel icon.
   
   
   
   
2. Download the provided Excel Template.
   
   
   
   
3. Enter your tasks, phases, and optional descriptions in the template. Ensure each task corresponds to a specific phase.
4. Upload the filled spreadsheet via the Upload Excel File button.

 

 

 

Once your task template is created, you can effortlessly apply it to any project. For detailed instructions on how to do this, please refer to the linked article: Adding and Modifying Tasks in Projects