I suggest you ...

How about the ability to create a template for an entire project?

I have several basic projects that I need to manage for various customers that involve the same steps, but have different dates. It would be great to be able to create the basic templates for each project then combine those templates into a single project. For example, I have a Roof project, a Gutter Project and a Siding Project. Some customers need only one item, some need all 3. I'd like to be able to quickly build a project based on combining 1 or more of the sub project templates.

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  • AdminManage It Team (Manage It, Manage It) commented  ·   ·  Flag as inappropriate

    Hello,

    You can already set up your app to do this:
    - Create a new project called "Templates" (or whatever you would like to call it)
    - Create tasks for each "template" in this new project. In your case your tasks might include "Gutter project", "Roof Project"
    - Under each task, add sub-tasks that include the tasks that are included in each template.
    You can now use the "Duplicate" option on each of these "templates" to make a copy of the tasks into a new project. You can copy just one template or a number of them.

    Let us know if you have questions on this

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