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Task/Subtask Templates

RP

Myself and many others like to break down projects into minute sub-tasks in order to get things done, and oftentimes have the same projects repeatedly.

For example, when getting a blog post out for my work, it might look something like this:

Wellness in the Workplace Blog Post
- Follow up with Jane on initial draft
- Forward draft to John for revision
- Get approval from Jane on edits
- Get relevant image from a graphic designer
- Upload the post as a draft
- Scan post for additional errors
- SEO post
- Make public
- Share on social media

It would be great if we could store these sorts of task/sub-task templates which we could deploy at any given time.

Repeating tasks are simply inadequate for this purpose since many of these projects (e.g. blog posts) are done less regularly than truly recurring tasks.

All responses

KG
Keith Ganey premium
Replied on Nov 28, 2012 - 10:25

Stored checklists are an essential way for me to ensure that I'm doing the right work every time. My job is to produce documents. As Roberto points out, there are certain steps that need to be taken for every document. Letting ToDoist remember the details so I can focus on the work is why I use ToDoist. It would be nice if ToDoist remembered task templates so I don't have a create a task to create tasks every time.

David Trey staff
Replied on Nov 28, 2012 - 11:55

Hello Keith,

Thank you very much for your feedback, we appreciate it and will consider to add stored templates in the future.

For now, you can create templates manually using the export.import feature as shown in this short video: http://www.youtube.com/watch?v=_Rl_CLGY_3o


Best regards,
David

KG
Keith Ganey premium
Replied on Nov 28, 2012 - 14:31

Thanks David!

This will work. Sorry I missed it in my searches and review of the help screen. I wish that you had the instructions on a text page in addition to a video. I tend to avoid videos because they (a) take a while to load on slow connections, (b) are more difficult to walk through step by step, and (c) take longer to convey the same amount of information.

I'll try to do a better job in the future of searching your YouTube channel in addition to the written instructions.

SC
Steven Crider
Replied on Jan 24, 2013 - 10:24

I still believe that templates stored within the Todoist environment is the way to go, which would allow me to easily employ the template from wherever I may be, using whatever Todoist client I may be using. While the export/import function works, as is a viable work-around at this point, the nature of it makes employing a template a bit of a pain.

T
Tomer
Replied on Jan 30, 2013 - 22:11

I'd also like to see templates, especially as it can help new users to get up and running, and not frustrated like I am sometimes.

I nearly decided to drop Todoist and go back to Evernote, until I came up with a simple cool solution for managing tags - pic.twitter.com/9G03caAb

Now it would be cool if we had a "template market" where other people could enjoy it, instead of having to create it from scratch.

IH
Isaac Hwang premium
Replied on Sep 05, 2013 - 18:02

Adding what I wrote in my suggestion/proposal and voting for this one aswell:

QUOTE:
Importing/Exporting templates to a FILE.
Is useful but at the same time unnecessary if all you want to do is duplicate a project.

Because say you use todoist at work and at home and on your mobile and ipad. Are you going to export to every single machine you use todoist on? What if you make a change on the template? Then are you going to edit every single copy?
(Actually you can't use export/import templates on mobile devices.)

I still think a duplicate project option is still needed for duplicating projects on the go.
Also keeping everything on the "cloud / todoist account" is more accessible than having it on your computer.

Of course import/export are useful as backups just in case.

Really, import/exporting to a file is a poor man's choice and something like that is more fit for free users than for premium users.

For premium users the focus should be on providing a power tool that can be used on the move.
You should allow us to manage everything without limitations and with the utmost of ease be it on mobile, tablet, or computer.
UNQUOTE:

We really do need an online method!

https://todoist.com/Vote/showProposal/1200/

IH
Isaac Hwang premium
Replied on Sep 05, 2013 - 18:03

Also the title is not descriptive enough to tell people what this proposal is about.

Rob Fone premium
Replied on Sep 25, 2013 - 02:37

I would like to add my support for the theme of this feature. I actually came to suggest the idea of re-usable checklists. My idea for the implementation was a little different but storing the original as a template associated with my account would definitely work for me.

David Trey staff
Replied on Sep 25, 2013 - 06:07

Hello Rob,

You can create a task list which you'd like to re-use in a project, export it as a template and them import it into the same or another project anytime. Please refer to this video to see how it works: https://www.youtube.com/watch?v=_Rl_CLGY_3o


Best regards,
David

IH
Isaac Hwang premium
Replied on Sep 25, 2013 - 19:23

Dear David,

I really thank you for your attention.
But I think that what Rob Fone is agreeing to is having templates online as well.

I have not seen any post of yours regarding adding templates online. Or making it possible to reuse checklists online.
And you keep on making the same point that we can import/export templates.

But that does not answer our requests for having an ONLINE method.

It would be nice if we had some more information on whether there are plans to make online templates or something.

David Trey staff
Replied on Sep 26, 2013 - 06:38

Isaac,

Although we're currently working on other features, it's of course possible that in the future we'll offer a different interface for using task templates without importing them through a TXT file.


Best regards,
David

M
maurice.tardif premium
Replied on Feb 05, 2014 - 10:19

Can you plan "share template" feature with Project, task and subtask template.

Thank's
Maurice