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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 - 17:27

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 - 16:27

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

Tod Maffin premium
Replied on Feb 28, 2014 - 16:27

:-P

NH
Neil Hinrichsen premium
Replied on Mar 02, 2014 - 13:10

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 - 17:14

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 - 08:24

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