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Template subtask lists for individual projects that have the same subtasks but are not recurring


I've searched for this, but I'm not sure I'm using the correct terms.

I am an event planner and I am simultaneously planning multiple events (thus recurring tasks aren't effective), most of which have at least some of the same subtasks. Is there a way to have a template of subtasks that I can add into each project so I only have to type everything out once?

I.e. I plan one lecture a week. For each week I have a project with the speaker's name, and then the substasks are things I need to do to get ready for each one.

09/08/14 - Dr. Bob Bobinson
Get bio and photo
Make Flyer
Post flyer
Email Announcement

The subtasks are the same for every lecture so I would like a way to be able to copy them over to every lecture instead of typing them out each time.

Is there a way to do this?

Thank you

All responses

Kate  premium
Replied on Aug 15, 2014 - 20:56 UTC

I have this exact same issue, i work in theater and events, and need exactly what is described here also

Kate  premium
Replied on Aug 15, 2014 - 21:50 UTC

found the answer!

Start a new project (call it whatever you like - i called mine template project but it doesn't matter because you can delete it later) and add all the common tasks to it that you want to make your template fro future projects.

Go in to the project you have just created and on the top right hand corner there is an icon that looks like a pencil and a spanner..... click on that and "export as a template". You then save it as a file on your hard drive.

When you want to put those tasks in a new project do the same thing, but "import from a template"

Hope it works for you!



Clyde Romo  staff
Replied on Aug 16, 2014 - 01:46 UTC

Hi Sara and Kate,

Here's a video that shows you how to do that: https://www.youtube.com/watch?v=_Rl_CLGY_3o. :-)