Task Template

Hello - Is there a "template" feature were complex tasks / projects templates can be saved and pulled for future use?

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  • Hi Dave!

    Unfortunately, no there isn't such a feature. You can create a template and save it as a file under the specific record.

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  • This would be ideal, because many of my projects have a large number of tasks and they are all the same. It would save me tons of time.

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  • @sj - Thank you so much for letting us know!

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  • Yes, Dave, there is! I just discovered it.

    You're looking for two things: Activity sets, which are collections of tasks, and pipelines, which are set events in projects or opportunities. 

    I think you'll find that these will help you automate the way you want.

    :)Sj

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  • I would like to see a copy project function as well.  I have just been reviewing and I think that is the one thing that would make things much easier.  I have similar projects that repeat annually.

    It would be ideal to be able to set up a 'project' template consisting of activities and tasks and be able to just create a new one.  It appears that you can create the activities and task, but to combine them into a project each time is a separate thing you have to do.

     

    Michelle

     

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  • @Michelle - Thank you so much for letting us know! 

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  • Agree -  Other project mgr programs allow you to copy projects and the tasks, milestones, etc.  M*v**l*nks is one.  I was completely sold until I realized I couldn't copy a project with all of it's tasks and milestones, documents, etc

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  • Need this feature! This is freaking incredible it take me over 2 minutes to create a simple task for an employee.

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