Whether you're setting up a new project or adding work to an existing one, creating individual tasks for everything that needs to get done can be a slow process. That's why we provide tools in Shotgun to help make task creation faster, so you can focus on what's important. Task Templates are a powerful way to simplify Task creation, but they can be a bit intimidating at first, so here is a quick walkthrough of how they work.
Task Templates work well for things that go through a similar process each time they are created. Take digital Assets, for example. The basic asset creation process is typically something like Modeling > Rigging > Texturing. You can create a Task Template for Assets with these three Tasks. In addition to Shotgun creating the tasks for you automatically, Task Templates can be pre-populated with values that are applied during creation to make your life even easier.
You can manage your task templates through the Task Templates Page found under the User Settings Menu. Once on the page, you should see a handful of Task Template options. If you don't, you can create a new Template by clicking on the "+Task Template" button in the toolbar.
Clicking on one of the Task Templates will take you to its Detail Page. Click on the Tasks tab to see and edit which Tasks it includes. You can also define things like the Task Name, Pipeline Step, Upstream/Downstream Dependancies, and more. Now that you have the Task Template all set up, lets look at how to use it when creating a new Asset.
Let's say we're creating a new asset called Alice. I'll go to an Asset Page and click the "+Asset" button and fill in the asset details. In the Task Template field, I'll select the Main Character Task Template and select Create Asset. Shotgun handles everything - creating the asset along with all the tasks and their information.
That's all for now, but not the end for Task Templates. Check back in two weeks when I'll cover some other ways Task Templates can up your Shotgun game.