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Project Template

KC

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
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
Replied on Feb 28, 2014 - 22:27 UTC

:-P

NH
Neil Hinrichsen
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
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
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
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
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
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
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
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

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.

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
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
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
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
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

>

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
Replied on Aug 29, 2014 - 17:15 UTC

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

MD
Michael DiLillo
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  premium
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...

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
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
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.

Brandon C 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.

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.

Todd Wachtel  premium
Replied on Dec 02, 2014 - 18:33 UTC

Is there any place where templates are being collected? I'd like to browse through them and see if there are any that someone else created which might be helpful for me....Thanks

Brendon Wadey  staff
Replied on Dec 02, 2014 - 18:41 UTC

Todd,

No, templates are downloaded and that is it. They are only created when using the button to create the template.


Regards,
Brendon

Todd Wachtel  premium
Replied on Dec 02, 2014 - 18:45 UTC

Thanks - the one on the blog today for holiday travel is really helpful - hopefully a section can be created showing other template examples. I modified the template for my upcoming trip, and it is going to work really well.

W
WBL  premium
Replied on Dec 10, 2014 - 10:57 UTC

+1 on online template (or duplicate template or however you call it) that doesn't involve exporting and importing.

CP
Carl Parker  premium
Replied on Dec 12, 2014 - 22:49 UTC

Ok... Well what if it is not for the project? As a webmaster/designer, I have created a ToDoist Project called Clients. I have too many different projects (requests) going on to use that project menu list for each. Hence, why I loved how WeDoist involved a better user interface for that. That limited project area on ToDoist influences very little room to expand in my opinion.

Back to my thoughts... So then, the main task would be labeled something like Web Design and labeled abc.com, then I utilize sub tasks to structure different things. So how can I copy/make a template from the main task and its sub tasks? Rather than from project item?

CP
Carl Parker  premium
Replied on Dec 12, 2014 - 22:53 UTC

Display this better:

CLIENTS
---> @abc.com Web Design
---------> @abc.com Phase (Strategy)
-----------------> @abc.com Schedule Consultation
-----------------> @abc.com Submit Design Proposal
---------> @abc.com Phase (Development)
-----------------> @abc.com Obtain Web Hosting Info

etc. So I would want to copy from @abc.com Web Design and not project labeled CLIENTS

A
aR  premium
Replied on Dec 18, 2014 - 17:28 UTC

I suppose the most generic approach I can imagine is to ignore the distinction between 'projects' and 'normal tasks'.
Both can be nested, and whether an item is an action or a project is simply an attribute that the user assigns to the item; affecting its representation in UI, and the actions that can be taken upon it (according to Todoist designers).

Ideally then, the option to export/import would be available on any item, including the full subtree of items connected to it.

Unfortunately, i suspect the underlying architecture is not treating all items as a generic class of objects linked together in a tree with the owning user account as the root object. Maybe it is, but the abstraction is lost quite close to the data model, and the API(s) seem to make a clear distinction between projects and items.

CP
Carl Parker  premium
Replied on Dec 18, 2014 - 17:31 UTC

I've given up and now using Asana. Need to migrate data over. But, with free version, there is a lot more power behind it at this time. I feel ToDoist is great from a personal task management level, but not extensive enough for full scaled project management. WeDoist has more project manangement mentality, but lacks support, mobile use, etc.

darrenkhedley  premium
Replied on Dec 18, 2014 - 22:29 UTC

I switched from ToodleDo to Todoist in large part because I found ToodleDo
too complex and stifling to use. It has great power for project management,
at least for individuals, but the interface was just too heavy. For me,
Todoist was the right balance of user friendly and light with the ability
to set up projects, sub projects etc.

CP
Carl Parker  premium
Replied on Dec 18, 2014 - 22:33 UTC

dont get me wrong. I loved ToDoist. But, the issue of sub tasks just mysteriously showing up under other Parent Tasks cannot happen. This issue has gone on for months from what I have seen with a quick search.

But, all I get is can you tell us what you did to make that happen? If I knew that, I wouldn't do it lol. Hopefully it gets fixed. But at this point, I have to use something else. Getting messed up way too often because of this. Otherwise, I use no sub tasks and that just takes more work on my end.

Marcos D Alves
Replied on Dec 19, 2014 - 12:34 UTC

I am also waiting for improvements on this area of import/export and project duplication.

Layasamadhi  premium
Replied on Dec 21, 2014 - 20:42 UTC

Come on Todoist! We want improvement project duplication. ;-)

KL
Kent Levi  premium
Replied on Dec 30, 2014 - 03:25 UTC

This is the very reason I upgraded to premium was for the ability to simply have project templates.

Mark Buskbjerg  premium
Replied on Jan 06, 2015 - 20:39 UTC

Same as all the others... This was my primary reason for upgrading to premium.
The download template as txt is not working very well for me, since I use a lot of different computers (this means I have to store in DropBox, and log in to DB with a strong password and authenticator code), when I want to import a template.

Everyting else in Todoist is running SO SMOOTH and it doesn't depend on anythin else than Todoist itself.
Bugs me that this isn't better.

J
JennLynne  premium
Replied on Jan 07, 2015 - 18:23 UTC

Just adding my voice to the long line of users who upgraded to premium specifically for this feature. The current workaround is not really worth the money in my opinion. I do like the rest of the app... but would love to hear back from staff on a projected timeline to fix this problem.

LS
Larry Samberg  premium
Replied on Jan 07, 2015 - 22:14 UTC

Since there is so much desire for internal project templates I just want to repeat the feature that "I" really need :) I don't really have a problem with the current approach although I agree that integrating it would be better. But (repeating from my October 5 post above), what I need is the ability to specify in the template a relative number of days from the start of the project, and when I instantiate the template I want to specify a starting date:

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.

Thanks

Erin Marr  premium
Replied on Jan 08, 2015 - 16:23 UTC

Couldn't agree more regarding the dates with project templates. Need to be able to set due dates for tasks based on project start dates.

LR
Lena R  premium
Replied on Jan 15, 2015 - 17:12 UTC

I just checked this thread because I'd not even heard of project templates, and find the way it works quite powerful on the desktop interface.

In Windows, the txt file sub-tasks for the exported project show up as

Task
...Subtask

Which even enables me to create text files and easily import entire projects into Todoist, far more easily than I would by using the Todoist interface. I love this feature!

However, if I were trying to handle project templates on my tablet, I'd be pulling out my hair. I'd like the Todoist people to keep what they have now AND add the button everyone here has been requesting.

Thanks,
Lena

K
korky.kathman
Replied on Jan 15, 2015 - 17:47 UTC

Kind of glad to see this thread BEFORE I upgraded to premium. This seems to be a huge oversight in vision for the product, or the design staff just doesn't use projects very much. I like the simplicity of Todoist, but sometimes it acts more like a basic list of stuff to do. And the model that you don't get to try ALL the functionality before you buy, leads one to think that there's a lot of "liberty" being taken in the extra functionality.

K
korky.kathman
Replied on Jan 15, 2015 - 17:47 UTC

Kind of glad to see this thread BEFORE I upgraded to premium. This seems to be a huge oversight in vision for the product, or the design staff just doesn't use projects very much. I like the simplicity of Todoist, but sometimes it acts more like a basic list of stuff to do. And the model that you don't get to try ALL the functionality before you buy, leads one to think that there's a lot of "liberty" being taken in the extra functionality.

K
korky.kathman
Replied on Jan 15, 2015 - 17:47 UTC

Kind of glad to see this thread BEFORE I upgraded to premium. This seems to be a huge oversight in vision for the product, or the design staff just doesn't use projects very much. I like the simplicity of Todoist, but sometimes it acts more like a basic list of stuff to do. And the model that you don't get to try ALL the functionality before you buy, leads one to think that there's a lot of "liberty" being taken in the extra functionality.

fant
Replied on Jan 16, 2015 - 14:13 UTC

This thread is now 1 year old. And there is no answer from todoist, if this feature will be considered in near future updates or not.

Come on, don't be shy...

K
korky.kathman
Replied on Jan 16, 2015 - 17:37 UTC

i hadn't noticed that this was that old!

The more I delve into the product, the more I find that it's probably a step above "Reminders" or a basic task list. There are reasonable integrations but it's not easy and it's not intuitive or complete (even to the most common apps). I think I might re-visit the product in a year or so to see if it grows into something else (although the press seems to be all around "Things", which I found to be an inferior product to Todoist.

Kim Hook  premium
Replied on Jan 17, 2015 - 03:01 UTC

Perhaps a workaround to the "sub-projects aren't included in a template" situation would be to not use sub-projects but instead make the sub-projects into tiered tasks? perhaps I'm looking at this in too simple a form, though (I've only just started with this software).

I don't like the android tablet interface for adding new tasks - really cumbersome, so I think I'll probably only use that for marking items complete or updating notes. Whilst I'm out-and-about visiting clients I can use the web-version instead for adding new tasks.

I do agree that having a start date for a project would be a really useful feature, especially if the other dates just cascaded from that.

CM
Colter McQuay  premium
Replied on Feb 25, 2015 - 11:56 UTC

I was just trying to use the project templates for a scenario where I have many software projects that I would like to break up into the same way i.e:

Project A
- Research
- Actions
- WaitingOn
- Reference
- Contact

where each of the sub headings are actually just sub projects. The project templates as they are don't copy sub projects and are a bit "clunky".

The "Copy project" would be a great solution to something like this, just adding in a comment to push this further up the list of requested features.

CM
Colter McQuay  premium
Replied on Feb 25, 2015 - 11:56 UTC

I was just trying to use the project templates for a scenario where I have many software projects that I would like to break up into the same way i.e:

Project A
- Research
- Actions
- WaitingOn
- Reference
- Contact

where each of the sub headings are actually just sub projects. The project templates as they are don't copy sub projects and are a bit "clunky".

The "Copy project" would be a great solution to something like this, just adding in a comment to push this further up the list of requested features.

MM
Margo Maier-Moul
Replied on Feb 27, 2015 - 02:02 UTC

+1 for better implementation of duplication of projects

Charles Naslund  premium
Replied on Mar 19, 2015 - 20:52 UTC

Agreed with the above presenters. We request from the developers:

1) Please provide Copy Project in Todist
2) More response from you to our submissions. As paying customers we expect some support response from you.
3)A Project Road map on the future of Todoist would be nice as well.

Give your customers some love!

JL
Justin Lewis
Replied on Mar 26, 2015 - 23:50 UTC

This is pretty much the exact feature I was looking for, but now find lacking.

Allan Christensen  staff
Replied on Mar 27, 2015 - 08:33 UTC

Hi Charles,

Did you see this post from our CEO about the project road map for Q1/Q2 in 2015? https://blog.todoist.com/2015/01/14/todoist-year-review-2015-plans/

Regards,
Allan

Charles Naslund  premium
Replied on Mar 27, 2015 - 10:50 UTC

Hi Allen;

Thank you for the link. Yes I saw the project road map and was pleased that the CEO found time to publish it.

Now for the features we requested.....

Charles

MM
Mark Mullinix  premium
Replied on Apr 04, 2015 - 04:34 UTC

Wow, this is the first useful place where somebody points out that only PROJECTS can be templated, not TASKS.
How utterly annoying.

MM
Mark Mullinix  premium
Replied on Apr 04, 2015 - 04:34 UTC

...as in, a master task which has sub-tasks. Now I have to make that master task its own project, which is not the way I want to organize.

David Trey  staff
Replied on Apr 04, 2015 - 10:48 UTC

Hello Mark,

You only have to prepare the task structure in a project once to export it. Once you have this template, you don't have to create new projects, just import it into any existing project and it will add the task or tasks you've exported :-)


Regards,
David

Lee Herman  premium
Replied on Apr 04, 2015 - 13:20 UTC

Also, once you have exported a template with all the attributes you want to have on tasks, it's just a text file, so you can make new template files directly in a text editor as long as you follow the syntax of the one that was exported. The new ones will import perfectly even though they were just created as text files.

E
Erik  premium
Replied on Apr 05, 2015 - 15:35 UTC

Hi,

I've seen the support online and the discussions about it, and can use
the export function for part of my project, but cannot manage to export
the entire thing? With this screenshot, can you see why not? I want to
copy the project Thalia and everything in it. Last time I had to rename
and reuse another project, but I'd really like to keep them,

Let me know,

E
Erik  premium
Replied on Apr 05, 2015 - 15:38 UTC

That is, I can export part of the project, but not the whole thing. When I try, I get a txt file of 0 bytes

David Trey  staff
Replied on Apr 05, 2015 - 21:18 UTC

Hello Erik,

Using the "Export as template" feature, you can only export each individual project so you can export "Engine Room", then export "Generators" and so on.

However, to export all these projects faster, you could go to the Settings -> Backups, generate a new backup and it will contain TXT files for all your projects :-)


Regards,
David

Alexa Rosario  premium
Replied on Jun 01, 2015 - 16:16 UTC

I 88th that motion... "Copy as a new project", with milestone dates within the project so you can automatically calculate the due dates as "30 days before ___" or "10 days after ___"

SL
Stan Lindsey  premium
Replied on Jun 23, 2015 - 08:16 UTC

+1

JR
Jeffrey R. Troutman  premium
Replied on Jun 23, 2015 - 23:37 UTC

Copy project please! and the dependency idea for templates that Alexa noted isn't too shabby either. Or maybe it just measures how far apart each task is from from the first dated task and the user just gives it a start date so that all the tasks after it fill in with new dates.

Heather DePriest  premium
Replied on Jun 26, 2015 - 00:57 UTC

Todoist REALLY needs to work on this! +1 to this as well! Wish I would have noticed this before I upgraded to premium...

TD
Teshon Dyer  premium
Replied on Jun 26, 2015 - 14:35 UTC

+1

E
Erik  premium
Replied on Jul 07, 2015 - 08:12 UTC

Hi,

I know there is a thread, and people have asked before, but copying a
previous project in its entirety with the headings etc is something that
never works for me?

I have attached a screenshot which shows the titles etc I have set up
for an old project, and I cant seem to reproduce this either with
exporting a template, or creating a backup. It seems that the setup I
have been using is a project with several sub projects, which doesnt
copy or import.

Do you have any ideas? Todoist is a great system, and I have used it
for years and everyone I show it to subsequently starts using it.

jm  premium
Replied on Jul 07, 2015 - 10:40 UTC

The only way it works for me:

- go to Todoist web
- export from within project
- create new blank project
- click import from within new project
- drag exported text file right into Todoist web import pop up

*** glitch notice: after creating new blank project wait 5 seconds before
clicking import or you may not get the pop up

belinda  premium
Replied on Jul 17, 2015 - 04:56 UTC

Have todoist implemented what so many people have asked for here yet?

Lee Herman  premium
Replied on Jul 18, 2015 - 01:19 UTC

I use the project import/export all the time in the Mac and Windows clients. I've actually found editing the text files quite fast once I've exported a project with all of the fields I need (dates, priority, notes, labels, etc.). I've created a number of complex projects from lists of tasks in some other program and copy/pasted the text into .txt file and edited it into the template format.

To Belinda's question, there has not been an implementation that actually copies projects as requested in this thread.

So, the import/export is the only way to do it. On the other hand, text editors can be pretty powerful. ;-)

LS
Larry Samberg  premium
Replied on Jul 19, 2015 - 14:26 UTC

As I have noted, I also have no problem with the text file method currently in place. Editing the task list with TextEdit or BbEdit is just fine and maybe even easier than doing it in the app itself. The thing that I have been pushing for (in previous posts) is relative dating.

My task list for a repeating project is something like this:

a. Get hotel room (-10)
b. Get class list (-3)
c. Send email to contact (-2)
d. Send followup email (+3)

but there are like 15 items on the list. When I import this list I now have the cumbersome task of assigning the dates. If the class is on September 15, I have to set item "a" to September 5, item "b" to September 12, "c" to Sept 13, "d" to Sept 18, etc.

What I want to do is import this file and tell ToDoist to compute dates based on September 15 and have them assigned automatically.

I love todoist. I have been using it for about a year now -- and honestly, I think this is the only thing I really want :)

jm  premium
Replied on Jul 19, 2015 - 14:52 UTC

I like the idea! Also, would be nice if projects were able to be
alphabetized.

Would be nice to be able to move projects with a menu item in Todoist web
instead of drag and drop.

I have spent 30 minutes at a time moving projects manually one by one
because of an inadvertent move to the left of a parent project resulting in
sub projects where there shouldn't be any. This is really unreal that there
isn't an undo feature.

Come on Todoist, pick up the pace, there are more important items than
colour schemes for android Todoist.

Stever Robbins  premium
Replied on Aug 04, 2015 - 16:53 UTC

1+ to "Copy Project" functionality.
1+ to Larry's request of specifying a start date for a template instantiation and having dates calculated relative to that.

These two capabilities will make it trivial to put our company's entire process manual into Todoist. ;-)

SL
Stan Lindsey  premium
Replied on Aug 12, 2015 - 15:43 UTC

Doesn't Omnifocus do this? Wondering whether its worth a change?

Andrew Mead  premium
Replied on Aug 15, 2015 - 03:07 UTC

I'd still love to see this. It's a big deal with working with SOPs. Any chance it's coming, or should I look elsewhere?

mikehicks20  premium
Replied on Aug 20, 2015 - 18:09 UTC

Waiting on the project template implementation to be simplified, but getting used to working around it.