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Project Template

I am having a difficult time finding how to create a project template. I have a capture process I would like to use as soon as a new project is created, and I don't know how to apply this process in a template. Any help is greatly appreciated.

All responses

David Trey staff
Replied on Jan 30, 2014 - 23:27 UTC

Hello Kristen,

Please enter the project you want to use as a template, click on the tools icon at the top (the one that says "Task actions" when you hover over it and use the "Export as a template". Download the TXT file containing all tasks from this project and now you can use the "Import from template" option (in the same menu) to add the exported task set to any project.


Best regards,
David

Tod Maffin premium
Replied on Feb 28, 2014 - 22:27 UTC

Wish there were a simpler way to do this — like "Copy as a New Project"

Tod Maffin premium
Replied on Feb 28, 2014 - 22:27 UTC

:-P

NH
Neil Hinrichsen premium
Replied on Mar 02, 2014 - 19:10 UTC

Tod Maffin's suggestion of "Copy as a New Project" is spot-on...

Right now, if I want to update a template before using it I must:

1. load it into project
2. modify the project
3. export the project again
4. load it into my next project

This is unbelievably clumsy and time-consuming. The whole point of templates is to be able to easily modify them as you think of new things. If ToDoist had a "Copy as a New Project" then all I would need to do is:

1. set up all my templates as subprojects under a "Templates" project
2. modify them at any time as needed
3. when I need one, just "Copy it as a New Project" ...

MUCH simpler...

Brian Di Croce premium
Replied on Apr 05, 2014 - 22:14 UTC

Project templates the way that Tod suggested is great and much desired. Anyways this can get done before the next elections? :)

CK
Catriona Koris premium
Replied on Apr 15, 2014 - 13:24 UTC

I agree, this was one of the reasons I paid to upgrade to premium and this is not as expected!

SH
Scott Hall premium
Replied on Apr 24, 2014 - 16:11 UTC

I agree! I need this functionality and was hoping this was part of the premium service! :-)

J
Jon premium
Replied on Apr 26, 2014 - 11:55 UTC

I was surprised to find that project templates are so convoluted. They need to be simple, like the rest of todoist. Great app though.

BM
Brooks Moorhead
Replied on May 08, 2014 - 12:49 UTC

I found this thread searching for the same thing. I became a premium user just for that feature. I guess I'll keep looking.

Clyde Romo staff
Replied on May 08, 2014 - 13:22 UTC

Hi Brooks,

This video outlines how to use the export/import feature. https://www.youtube.com/watch?v=_Rl_CLGY_3o Hope this helps.

Regards,

Clyde

AL
Aili Lewis premium
Replied on May 08, 2014 - 14:29 UTC

Agree! I just became a Premium user for the same reason. Copying a template would be great!

MG
McInnes Gardner premium
Replied on May 28, 2014 - 10:50 UTC

Just paid for Premium. Also dismayed that I cannot copy a Project easily (GQueues can do it easily, but they have no gmail plugin or abilty to add images), also dismayed at the 'once a day' Calendar integration sync (Gqueues has two way edit and realtime sync). Now thinking of going back to GQueues. The killer functionality for me would be a task app that can access/edit/link to Google Contacts.
2,000 contacts and no way to link them to tasks. Task = 'Call Mr Smith'. Great, but whats his number again? ;)

K
ken premium
Replied on Jun 23, 2014 - 19:24 UTC

It appears when you save a project as a template, it doesn't save the projects nested beneath it? This is a very weak solution that doesn't fit with my workflow. Makes me feel a little buyer's remorse, frankly.

David Trey staff
Replied on Jun 23, 2014 - 19:35 UTC

Hello Ken,

We're sorry to hear that. Please note that you also have access to all templates for all projects at once using the backup system,

Go to Settings -> Backups, generate a brand new backup to make sure it contains the latest data (normally you'd get one automatic backup each day) and the ZIP file it will give you will contain TXT files for all projects which are formatted the same way as our templates.


Best regards,
David

TP
Trish Putnam premium
Replied on Jun 23, 2014 - 22:23 UTC

Ugh, yet another item that I upgraded to Premium to get, and find out it's not really implemented well.

It's a bit clunky in some ways, but the nice thing about the txt file import/export scenario for templates is that you should be able to edit them before import. Yay, team.

What makes it pretty bad for me is how the process of importing works. You have to create the project, then import the template (which appears to only be tasks). Then you have to create all your sub projects, go to each of them, and import the tasks related to those sub projects. It saves a relatively small bit of time, but it's not truly as useful as it should be.

Ideally, you would be able to build a template that contains a project with nested sub-projects, but it would be okay if you could build a text file that allows projects to be named as part of the import file at the very least, so that the user should not have to manually create the project on the web application. Additionally, if you import a named project while inside another project, it should import as a sub-project.

Vernon Bettencourt premium
Replied on Jun 30, 2014 - 15:58 UTC

I want to pile onto this one. Template projects are the reason I signed up for Premium. I have several repetitive projects. This needs to be fixed. From the staff responses in this thread, I don't think Todoist is getting the discontent in its Premium community.

A
angie premium
Replied on Jul 08, 2014 - 19:23 UTC

Raising my hand with a "me, too!" - I upgraded to Premium in large part because of the Project Template functionality. Discovering it's a convoluted export/import process is a disappointment.

jm premium
Replied on Jul 11, 2014 - 20:17 UTC

Ummmm this is a no brainer Todoist... get on it please

R
rlyell premium
Replied on Jul 12, 2014 - 09:44 UTC

I agree. I really like many things about Todoist, but also need the ability to add templates for tasks that pop up on a recurring basis. My workflow depends on that. After multiple searches for the right system for me, have kept using Informant for the ability to have Templates. I can' tp ull the trigger and go to Todoist exclusively until I am able to easily add task templates.

M
Mauricio premium
Replied on Jul 15, 2014 - 09:35 UTC

This way of creating Project Templates doesn't stand the *Simplicity* part of the rest of the program... it is pretty des-motivating to find out that I will have to export as many sub-projects as I create in 1 project in order to have a complete workflow created...
i guess,since this is not a CRM maybe I'm pushing it too hard and perhaps the developers want to keep this program as it... a To Do List, but since it has the option of create templates, why not to make it happen with a *Duplicate* button. That would be simple too (and I ditch my CRM subscription, since I can do pretty much all I need here).

J
Julien
Replied on Jul 25, 2014 - 10:17 UTC

found this post as I was also looking for this feature, it is well hidden and not user friendly.
It's to me the main reason to get the premium subscription and I hope it will be improved soon.
6 months later, can the staff comment on the status of this request so we know if there is a point to wait?
Thanks

F
Florian premium
Replied on Aug 21, 2014 - 17:43 UTC

I need to copy a complete Project Templates with some other Projects... I´ve upgraded to Premium and than this... it´s silly... I am very disappointed about this...

Dushan Wegner premium
Replied on Aug 24, 2014 - 19:12 UTC

+1 for online project templates - it was one of the reasons we signed for premium and down- and uploading beats the point of an online tool … ;)

Kevin Stagg premium
Replied on Aug 27, 2014 - 20:35 UTC

Not sure if anyone else has mentioned this (/s), but anyone else notice how hard it is to create a project template?

Overall a beautiful, useful tool, but c'mon todoist - nail this down and you'd make all of us premium users a bunch of happy campers.

jm premium
Replied on Aug 27, 2014 - 21:01 UTC

anyone else noticed that todoist support is just like apple support? You
create a ticket and then your email inbox is filled with "Me to" replies
and nothing from the company?

Kevin Stagg premium
Replied on Aug 27, 2014 - 21:14 UTC

me too!

jm premium
Replied on Aug 27, 2014 - 21:24 UTC

I have the same problem... As well

>

R
rlyell premium
Replied on Aug 28, 2014 - 13:16 UTC

After much experimentation and consideration, I am returning to Informant as my task manager and calendar app. The ability to copy tasks and projects, ease of template creation, and lack of support response has led me to my decision. I will be cancelling my Premium status.

Kevin Large premium
Replied on Aug 29, 2014 - 16:48 UTC

A roadmap of future improvements would be nice to see ;-)

Kevin Stagg premium
Replied on Aug 29, 2014 - 17:15 UTC

rlyell - and of course it's not android compatible. SIGH

MD
Michael DiLillo premium
Replied on Sep 05, 2014 - 16:38 UTC

I also think that "Copy Project" would be great and simple.

Meanwhile, something that might help is on the desktop apps to at least be able to set a default directory for project templates. I have to do a lot of navigation to get to the directory where my project templates are. If when you click export or import it automatically goes to that default directory it would make things a lot faster.

Michael

BM
Brittany Milstead
Replied on Sep 16, 2014 - 20:05 UTC

Just discovered todoist, and chose it mainly because of the project template feature... please make it easier to just copy a template, that would make this app PERFECT!!! :)

CR
Carol Rose premium
Replied on Sep 16, 2014 - 20:48 UTC

+1 on this one, too.

les.fenter
Replied on Sep 22, 2014 - 23:45 UTC

Should have looked closer at this before I paid for premium. I manage around 60 projects at a time and they are repetitive. If I could configure one, and then simply copy it, that would be great.

Lee Herman premium
Replied on Sep 23, 2014 - 00:39 UTC

+1 for Project Copy or Duplicate.

CR
Carol Rose premium
Replied on Sep 23, 2014 - 12:25 UTC

+1

EQ
Erik Quick-Warner
Replied on Sep 26, 2014 - 01:22 UTC

+1 - It's why I got premium. It said project templates were a feature (this acts like more of a work around)

LS
Larry Samberg premium
Replied on Oct 05, 2014 - 14:56 UTC

One more thing that I have been looking for with project templates in several products and havent found it yet -- relative dates.

An example... I teach a course every few weeks. For each course I have a number of tasks that must be done, this one 3 days before the start, this one 2 days before the start, this one 4 days after the start, etc.

I would like to include those relative dates in the template (-3, -2, +4) and then when I instantiate the template (however that happens) I want to specify the START date and all of the tasks will then have the appropriate due dates.

This would be dynamite (IMHO :)

CR
Carol Rose premium
Replied on Oct 06, 2014 - 10:57 UTC

I +1 Larry's suggestion. I, too, have projects with relative dates...

JH
Justin Harder premium
Replied on Oct 06, 2014 - 21:49 UTC

+1 for the "Copy to New Project" idea as well as Larry S's suggestion of relative dates.

MS
Mike Schaff premium
Replied on Oct 15, 2014 - 13:11 UTC

@Larry,

The relative dates are functional already, but you use them you have to edit the template text file.

This is one of my tasks that I have in a template.

...Origination [[date +7]] [[priority 3]]

You can see that I've changed the date to +7. When I import the file, it generates a date 7 days from now.

I think all of the human readable dates that they show here will work, but I haven't tried them.

https://win.todoist.com/Help/DatesTimes

LS
Larry Samberg premium
Replied on Oct 15, 2014 - 13:18 UTC

@Mike,

Thanks, that's a major step forward. I have to try that. I would still like to set the "origin" date when I import the template, though ...

Like I noted in my example, I schedule to teach courses and I want the template to be relative course date ... which could be two, three, four, ... weeks in the future.

But this will definitely help.

Y
yajvin
Replied on Oct 16, 2014 - 17:07 UTC

Any updates team on Copy/Paste or Template feature on Project/Tasks? I still have 29 more days of trial left. Let me know, Thanks!

Cosmin premium
Replied on Oct 19, 2014 - 14:29 UTC

Have to agree with Tod and Neil, the ability to duplicate projects would make templates much easier to use. The current implementation is more of a clunky workaround. :-/

LS
Larry Samberg premium
Replied on Oct 19, 2014 - 14:46 UTC

Duplicating projects would be fine ... but the current approach isn't so bad (for me). Being able to maintain and change the template with a text program like BBEDIT or TEXTEDIT is pretty efficient.

BS
Brandon Smith premium
Replied on Oct 30, 2014 - 06:23 UTC

I would also like to see the copy projects feature.

darrenkhedley premium
Replied on Nov 04, 2014 - 23:46 UTC

Informative string of messages above. I tried exporting/importing a project template, took me less than a minute the first time, so in itself I dont see it as a big problem though perhaps some people have to do more frequent project duplication. I can see how some people might like to have sub-projects within the template, but at the moment I think I will just be replicating a more simple set of tasks and the more complex ones will be more individualized. I switched from Toodledo in large part to have a more simple and usable presentation so I am not anxious to have so many levels of projects and tasks.

TT
Tony Thompson premium
Replied on Nov 25, 2014 - 16:08 UTC

Tod's Suggestion and Neil's follow up make sense. This proposed solution seems to fit naturally into the todoist intuitive workflow. If we could copy projects I would simply have a project template at all times in my project list.

LS
Larry Samberg premium
Replied on Nov 25, 2014 - 16:14 UTC

Just reiterating that the important aspect "for me" is the "starting date" feature. I don't have a really strong feeling about whether I instantiate a template by importing a file (as it is now) or just duplicating a project ... but right now, when I use a template I have to go edit the due date for all of the items which makes it much more time consuming that it needs to be.