David@MyNAMS.com
One more thing about templates. It would be WONDERFUL to be able to create a project or pull one up from previous use, and do a Save As Template. Is that functionality available?
David@MyNAMS.com
I'm trying desperately to create a new template and edit it. But I continue to get an error when trying to edit it. "Invalid Project URL." I really want this to be my go-to project tool, but templates have to work for me.
I need a little help.
Matt Byrom
complete
We completed this feature!!
To use templates click on "Projects" in the main menu and you'll see a new item called "Templates" in the sub menu.
When you first visit this page it will be empty. We're thinking of including some ready made templates in future. What templates would you like to see? For now you can create your own templates to populate the page.
To create your own template click on "Create New Template" at the top right of the page. Creating a template is very similar to creating a new project except you won't have the discussion or payments pages.
Your template can include:
* Project name and description
* Notes
* Tasks
* People
* Time
* Custom task statuses
Task dates can be set using fixed dates, or a set number of calendar days or working days from the project start date. This gives you a ton of flexibility with tasks when you're creating your own templates.
Once you've created a template and you want to use it to create a new project. Go to the templates page, click on the options button at the right hand side of the template you want to use and then click on "Create a project using this template".
You'll then be able to create a project using all the details from your saved template.
Let us know what you think. how will you use templates? How will it help your workflow? How can we improve this feature further for you?
Matt Byrom
in progress
We've moved this into our development process and we're going to start work on it soon.
Dan Gissane
Agree massively! We could create our own standard checklists and tasks and duplicate for each new project, adding or removing things as needed per project. Massive time saver!
c
cameron perry
@matt-byrom-2byro It might be worth reaching out to Jason at brainleaf.com . Great guy, and I mentioned an integration with project.co to him - I think he's essentially done 90% of the work to allow for importing of detailed templates already too.
R
Reena Garcia
This feature would facilitate and make things easier.
D
Danny Rodriguez
For sure is needed.
B
Ben
I agree with this. It would be very helpful to duplicate projects with tasks and individual tasks too.
D
DR
Essential feature
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