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Repeat tasks

E

Hi

I need to process the same tasks but under different projects. For example, for each client I need to 1. do a proposal 2. sign a contract etc. Is there a way to create a template of these tasks that can be added to a project?

Thanks
Ebrahim

All responses

AB
Adrien Beau premium
Replied on Jan 23, 2014 - 07:40

Yes there is.

Simply display a project (click on it in the project list), and then, at the top of the project task list, to the right of the project title, you will have an "Actions" icon.

Click on that icon to reveal a menu, which has an "Export as template" command.

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ebrahim premium
Replied on Jan 28, 2014 - 02:27

Thanks. Works a charm