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.
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.
Wish there were a simpler way to do this — like "Copy as a New Project"
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" ...
Project templates the way that Tod suggested is great and much desired. Anyways this can get done before the next elections? :)
I agree, this was one of the reasons I paid to upgrade to premium and this is not as expected!