TemplateManager

Speed through your tasks replacing Predefined Contents with the new Template Manager. Users can impove consistency of project data whilst saving time creating repetitive comments using saved templates. Project Editors can easily manage their template content for each project.

Templates can be created for task descriptions (core feature), comments (new feature), global templates (new feature) and email subjects (core feature) all in one place including adding notes and instructions separate to the template content to help keep content neat. The global templates feature displays for every project and can be used as a way to guide and advise users within tasks. Templates can also be useful in environments where auditing or standardization is required.

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Features

• Improved and extended the layout, modal and form designs for the predefined contents section
• Renamed the predefined contents section to Template Manager
• Show the total template count in the project dropdown menu directly linking to the Template Manager
• Show individual counts for each template section
• Compatibility with ApplicationBranding
  • Total number of templates are shown in the Admin Dashboard
• Add pretty URLs (if globally configured)
  • https://mydomain.com/project/[project_id]/templates
    • Links to the relevant project's Template Manager section
  • https://mydomain.com/global-templates
    • Links to the Global Templates section
  • Tasks:
    • https://mydomain.com/project/[project_id]/templates/tasks/add
    • https://mydomain.com/project/[project_id]/templates/tasks/view/[template_id]
    • https://mydomain.com/project/[project_id]/templates/tasks/edit/[template_id]
    • https://mydomain.com/project/[project_id]/templates/tasks/delete/[template_id]
  • Comments:
    • https://mydomain.com/project/[project_id]/templates/comments/add
    • https://mydomain.com/project/[project_id]/templates/comments/view/[template_id]
    • https://mydomain.com/project/[project_id]/templates/comments/edit/[template_id]
    • https://mydomain.com/project/[project_id]/templates/comments/delete/[template_id]
  • Global Templates:
    • https://mydomain.com/global-templates/add
    • https://mydomain.com/global-templates/view/[template_id]
    • https://mydomain.com/global-templates/edit/[template_id]
    • https://mydomain.com/global-templates/delete/[template_id]
• Revised Email Subject Templates
  • Added user instructions related to tasks and automatic actions
• Template Previews - Preview just the template without the instructions
• Topics - Label common templates into topics to help group them together
• Notes - Add a short note to describe each template (notes appear as tooltips)
• Instructions - Add optional instructions for each template (instructions show in view mode only)
• This plugin replicates and extends the features from TemplateTitle. It is safe to uninstall TemplateTitle after installing TemplateManager
• All data is saved in the database

Task Description Templates

• Revised predefined contents as Task Description Templates
• Automatically populate the title of the template into the task title when creating or modifying tasks - imported TemplateTitle feature
• Show the template notes to end users in a tooltip when selecting the task description

NEW Comment Templates

• Add, update or delete templates for your regular comments which can be used repetitively in any task
• Templates utilise the Markdown Editor to enable complete formatting of comments
• Automatically populate the comment template to the text editor when creating comments

NEW Global Templates

• Show generic templates common to your personal or organisational workflow (to your end users)
• Inside tasks, global templates are shown under a new General Templates & Actions accordion section
• These templates are visible to all user roles and are not restricted by project
• Can be disabled through Settings

Task Comments

• Show total number of comments created
• Saved comment templates can be quickly copied from each task
• Global templates are shown in each task above the comments section
• Shows the template notes to end users in a tooltip

Revised Project Sidebar

• Replaced the default code to extend the functionality of the project sidebar menu
  • Moved the core hook 'template:project:sidebar'
    • Now shows before the Close Project menu link to show content to all users
  • Changed the sort order of the sidebar menu for faster access to project configuration sections
• Add a new hook 'template:project:sidebar:top'
  • Displays after the Summary menu link to show content to all users_
• Add a new hook 'template:project:sidebar:bottom'
  • Displays after the Delete Project menu link to show content to all users_

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Screenshots

Template Manager - Interface

Template Manager - Settings

Task Description Templates - Frontend

Comment Templates - Frontend

Global Templates - Frontend

Comment Templates - View

Task Description Templates - Create

Global Templates - Edit

Comment Templates - Delete

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Usage

• Go to Settings ⥂ About
  • To view global totals for your saved templates
  • Requires ApplicationBranding
• Go to Settings ⥂ Application ⥂ Template Manager
  • To manage settings
• Go to any Project ⥂ Project Settings ⥂ Template Manager
  • To manage your templates
• Go to any Project ⥂ Task ⥂ Create Task
  • To use your task description templates
• Go to any Project ⥂ Task ⥂ Add Comment
  • To use your comment templates
• Go to Settings ⥂ Global Templates
  • To manage your global templates
• Go to any Task ⥂ General Templates & Actions
  • To use your global templates

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Installation & Compatibility

Installation

• Install via the Kanboard Plugin Directory or see INSTALL.md
• Read the full Changelog to see the latest updates

Compatibility

• Requires Kanboard ≥1.2.20
• Other Plugins & Action Plugins
  • No known issues
  • Compatible with KanboardCSS, TemplateTitle, ApplicationBranding, Glancer, Group_assign, PluginManager
• Core Files & Templates
  • 04 Template overrides
  • Database Changes:
    • 01 New database table created as comment_templates
    • 01 New database table created as global_templates
    • 03 New columns added to the predefined_task_descriptions table as topic note instructions

Translations

• Starter template available

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Authors & Contributors

• @aljawaid - Author
• Craig Crosby - Contributor
• Contributors welcome

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License

• This project is distributed under the MIT License

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