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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.

All responses

David Trey  staff
Replied on Jun 17, 2011 - 05:39 UTC

Hello Morgan,

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.

Best regards,

Achraf Almouloudi
Replied on Jun 17, 2011 - 09:06 UTC


This is a great idea and I'd like to have it for Free members soon .

Thanks .

Chris  premium
Replied on Jun 20, 2011 - 15:43 UTC

... and go to the Votebox and vote for it!

I just suggested a similar idea: "creating a new project by duplicating an old one ..."

corey watt
Replied on Sep 29, 2011 - 07:27 UTC

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!!

Daniel Hicks  premium
Replied on Dec 04, 2011 - 07:38 UTC

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.

David Trey  staff
Replied on Dec 04, 2011 - 10:29 UTC

Hello Daniel,

thank you very much for you feedback, feel free to vote for this feature request in our Votebox:

Best regards,

Amy Frontuto Kirst
Replied on Oct 24, 2013 - 23:08 UTC

I agree - I would also like to have templates that I can use for reoccurring projects.

David Trey  staff
Replied on Oct 25, 2013 - 12:32 UTC

Hello Amy,

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

Best regards,