Is it possible to setup task templates?
Situation is recurring set of tasks for projects that I do over and over. For example, in sales if I get a new customer, I'd like be initiate a set of predetermined tasks for that customer (i.e. verify order within 1 day, charge credit card in 2 days, ship product within 5 days, etc) without having to input them manually for every customer.
unfortunately, this is not possible right now, but thank you very much for your suggestion, we appreciate it and will consider adding such feature in future development.
This is a great idea and I'd like to have it for Free members soon .
... and go to the Votebox and vote for it!
I just suggested a similar idea: "creating a new project by duplicating an old one ..."
I also would love this product, It's enough that I am considering changing to a new task manager software just so I don't have to replicate each new client by hand. Even if I were able to cut and paste, that would be of enormous help, but a template would be golden!!
I am in dire need of this as well. I build many websites and there is a basic list of tasks that i need to repeat over and over everytime I add a new website project.
thank you very much for you feedback, feel free to vote for this feature request in our Votebox:
I agree - I would also like to have templates that I can use for reoccurring projects.
To use templates, please create a project with all the tasks you'd like to re-use, export it and then you can import it later anytime as shown in this video: https://www.youtube.com/watch?v=_Rl_CLGY_3o