Task bundles

Task bundles are sets of tasks you can create in Scoro and add to projects, contacts, and documents (in the document's detailed view).

By using task bundles, you're saving time when setting up projects that follow a similar procedure (same set of tasks) or for sales leads (contacts) that follow similar steps, as you don't need to create the necessary tasks manually one by one.

1. Creating a new task bundle

To create a new task bundle:

1. In the Tasks module, open the Task bundles tab and click the + New button.
2. Give the task bundle a distinctive name so you can easily recognize it in the task bundle dropdown list when adding it to a project, contact, or document, and click Add.

Once you've created the task bundle, you can start adding tasks to it.

2. Adding tasks to a task bundle

To add a task to a task bundle:

1. In the Tasks module, open the Task bundles tab and click the New task button. A simplified task modify view will open, where you can start filling in the task details.
   
2. Set the task's timeframe to define when the task should start and end relative to the project.
   • Scoro calculates these dates based on the project the task bundle is added to:
     • Future project: Dates are relative to the project start date.
     • Already started project: Dates are relative to today's date (the day the bundle is added).
   • If you've enabled the Include weekend in workweek checkbox under Settings > Work and projects > Projects, the weekend days are also considered when using task bundles, and task start and due dates can fall on the weekend.
   • For example, if you set a 3-day start and 7-day due date for a task in a task bundle, and you add the task bundle to a future project starting June 1:
     • Start date: June 4 (3 days after project start date)
     • Due date: June 8 (7 days after project start date)
       
3. If the Appoint responsible user setting is enabled on your site, set the responsible user in the Responsible dropdown field. You can select either of the following:
   • A specific user
   • Task creator (dynamic value) – when selected, the user who adds the task bundle is set as the responsible user
   • Project manager (dynamic value)
     • When adding the task bundle to a project, the project manager is set as the responsible user for the tasks with this dynamic value.
     • When adding the task bundle to a contact (company or person), the user who adds it is set as the responsible user instead.
       
4. Modify any other task details as needed, and then click Save to return to the list of task bundles, or click Save and add another to save the task and add another one.

3. Managing task bundles

By default, the Task bundles tab in the Tasks module lists all the task bundles you've created, but you can use the User filter to filter out other site users' task bundles.

Once you've created the task bundle, it is active (can be added to projects, contacts, and documents) and shared with other users, even if it doesn't include any tasks.

Use the buttons next to the New task button to modify the task bundles:

• To deactivate a task bundle, click the Deactivate task bundle button (the green checkmark icon). Click it again to reactivate it.
• To stop sharing a task bundle you've created for your individual needs with other users, click the Stop sharing task bundle button (the people icon).
• To duplicate a task bundle and all its tasks, click the Duplicate button (the clipboard icon).
• To delete a task bundle and all its tasks, click the Delete button (the trashcan icon).

To rename a task bundle:

1. Hover over the task bundle row and click the pencil icon.
2. Rename the task bundle and press the Enter key.

The number of tasks in each task bundle is listed next to the bundle name. Click on the task bundle name to expand its task list. 

4. Managing tasks in a task bundle

4.1. Changing task order

The tasks in a task bundle are added in alphabetical order by default, but you can change their order by clicking and dragging them to the right place. The task order is applied when adding the bundle to a project or contact.

4.2. Setting dependencies between the task bundle tasks

You can also set dependencies between tasks in a bundle in two ways:

• By dragging a task's start or end handles
• By manually entering the predecessor details

For a more detailed guide, see our Task dependencies article.

4.3. Modifying task details

Some task details can be modified straight from the list of tasks in a task bundle:

• Change task status: Click the status indicator and set it to the required status.
• Set assignee(s): Click the assigned user icon under the Responsible | Assigned to column, select the necessary users and roles (if role assignment is enabled on your site), and click Apply.
• Delete a task: Click the Delete button (the trashcan icon).

4. Adding task bundles

Task bundles can be added to projects, contacts, and documents (in the document's detailed view).

4.1. In the project detailed view

To add a task bundle to an already existing project from the project detailed view:

1. Open the Task list tab.
2. Click the three-dot icon and select Add task bundle.
3. Select the required task bundle from the dropdown list, then click Save.
   

If your site uses subtasks, you can also add a task bundle as subtasks under a regular task (a task without subtasks) or a parent task (a task with at least 1 subtask):

1. Click the Expand button on the left side of the regular task or parent task.
2. Click the three-dot icon and select Add task bundle as subtasks.
3. Select the required task bundle from the dropdown list, then click Add.

4.2. In the contact list or project list

To add a task bundle to a contact from the contact (company or person) list:

1. Select the necessary contact (company or person) or project. An additional bar with bulk actions will appear.
2. Click the Add task bundle button.
3. Select the required task bundle from the dropdown list, then click Add.
   

Once added, the tasks will appear under the Planned activities section on the contact card or in the project detailed view. If the tasks in the bundle are assigned to someone by default, the assignees will see them on their task lists.

When a task bundle has been added to a contact or project, the tasks can be modified in the assignees' task lists (or filtered out in your task list) in the Planned activities section of the contact card or project detailed view. 

4.3. From the detailed view of a document

To add a task bundle to a document like a quote:

1. Open the detailed view of the document.
2. In the Planned activities section, click the Add button and choose Add task bundle.
3. Select the required task bundle.