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Status Shipped
Created by Guest
Created on Aug 14, 2014

Template for to-dos within phases and milestones template

Is any way to add a template for adding to-dos in Aha?

We will use same template for add to-dos in Release Phase. Now, we have to add the to-dos under each Release Phase manually. If a project manager have many products and each release phase has same tasks need to be added in. That will be a huge job for adding the same tasks.

So do you have an idea to create a template for adding to-dos or add bulk to-dos?

Release time frame 3 months
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  • Guest
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    May 10, 2017

    This would be extremely beneficial for our teams.

  • Guest
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    Sep 29, 2016

    Agreed with the June 2016 comment on adding To Dos to the Release templates. We had a great team meeting yesterday and this topic came up. During the creation of some Release templates, we realized that a To Dos engine (like in Features) could be added between Default Description and Type in the "Edit Release phase" box. Additionally, if the bullet points in the attached image were To Dos (in our case they would be), we would've put those in as To Dos. 

    Even if the owner and due dates weren't saved in the templates, it would still save a lot of time every time a release template is utilized. In our specific case, and we're guessing in many other companies, we would use a Launch/GA checklist for the To Dos in a template.

    Lastly, if the existing To Dos engine is used for this new field in templates, it would show up in My Work which is necessary. 

  • Guest
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    Jun 8, 2016

    It sounds like the other way of doing this is to create a release as a template and add the to-do's manually to the phases, then copy the release template for future releases. This would be a workable solution, however another user that is doing this commented that the to-do's get copied in reverse, so you lose the order they were setup in. 

  • Guest
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    Sep 10, 2015

    Wanted to bump/upvote this. There are a series of tasks we want Product Owners to sign off on before an effort is moved into "Ready for Development." We would like to configure these at a template level and have them automatically assigned to the issue/initiative owner. Ideally the following features would be included:

    1. Tying the due date for the task to a pre-configured n + [x] days where n is the start date for the issue
    2. Make the assignee of the task linked to the the issue (so when the issue owner is changed, the task responsibility moves with it
    3. Tying these upward to Initiative level tasks, so that if they're completed at an initiative level, that cascades down (or alternatively, you can just suppress the issue level ones from the initiative
  • Guest
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    Jun 17, 2015

    Ditto Jonathon Leeke...

  • Jonathon Leeke
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    Mar 23, 2015

    We also need this to help default in owners for tasks throughout our regular release cycles.  This would save a lot of time in the setup.  ToDos for release milestones are used to create a virtual checklist of items to be completed.

16 MERGED

I would like to be able to create default task as part of a release phase

Merged
Would like to be able to create default tasks against the default release phases and milestone, so that everytime I create a new release the task are created by default so that I do not have to keep adding them manually
Guest over 9 years ago in To-dos 1 Shipped
12 MERGED

Would like To Do's to be part of the Release Template

Merged
Currently, the To Do's can be created related to a specific Release Phase or Milestone, but not created within the Release Template. Only way I can have a set list of To Do's for my new releases is to copy another release.
cheryl fetchko about 8 years ago in To-dos 1 Shipped
4 MERGED

tasks in release tempaltes

Merged
when setting up a default phase in a release template i should be able to also setup default tasks and who they are assigned to. A good example might be UAT which has 5 activities each time.
Guest almost 7 years ago in Features 0 Shipped