Creating Templates

vizcarralm's Avatar

vizcarralm

22 May, 2016 04:22 PM

Hi Niko,

Starting a separate thread for this since it's different than my last question. I often have projects with very similar sets of tasks. I like that you can duplicate projects/tasks and would like to make use of the feature by creating a template of certain projects. However, I don't want the template to be visible in my 'active' project/task list. I'm thinking I would create the template then archive it so that it is not visible in my active list. Then when I want to duplicate it I would simply: (1) un-archive the template, (2) duplicate the template, (3) rename the duplicated project, and then (4) re-archive the template for future use. Now I have a new project and the template is intact and once again not visible in my active project/task list.

How does that sound? Is there a purge date that would cause me to lose my template(s) if I used the strategy above? For example, would I need to un-archive/re-archive regularly so to prevent purging of templates?

Thanks.

  1. Support Staff 1 Posted by Niko on 23 May, 2016 03:52 PM

    Niko's Avatar

    Hey Luis,
    If you want to create an archived template like you are describing, you don't need to un-archive and re-archive it.
    It is much easier if you just enable both buttons under the task list ("Show current tasks" and "Show archived tasks") and then duplicate your template. After that you can hide the archived tasks again. The duplicate will not be archived and ready to use.

    Does this make sense to you?

    Thanks,
    Niko

  2. 2 Posted by vizcarralm on 23 May, 2016 07:22 PM

    vizcarralm's Avatar

    Yes, that makes sense. So the same process as I described, but instead of changing the archive status I just make both visible and then change back to only seeing active tasks when done. Thanks again!

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