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      Creating and Managing Task Templates in Keka PSA

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

       

      TABLE OF CONTENTS

       

      Keka PSA simplifies project management by offering task templates that streamline workflows and save time. These templates allow organizations to create reusable sets of tasks and phases, ensuring a structured approach to project execution. Whether you’re managing recurring projects or creating complex workflows, task templates are a game-changer.

       

      Benefits of Task Templates in Keka PSA

      1. Save Time and Effort: Reuse predefined templates for similar projects, reducing repetitive work.
      2. Ensure Consistency: Maintain a standard process across all projects by using the same framework.
      3. Enhance Collaboration: Provide teams with a clear structure of tasks and phases, improving communication and execution.

       

      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.




        • 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.




      • 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.

       

       

      Why Use Task Templates in Keka PSA?

      • Optimize Resource Allocation: Plan and allocate resources effectively by structuring tasks and phases.
      • Reduce Errors: Avoid manual errors by standardizing recurring workflows.
      • Boost Productivity: Enable teams to focus on execution rather than setup.

       

      Get Started Today

      Keka PSA’s task templates are designed to simplify project management, improve team efficiency, and maintain consistency across projects. Whether you’re managing large teams or recurring workflows, this feature ensures a hassle-free setup for every project.

      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