ForumsQuestionssuggestion - task templates
suggestion - task templates
Author | Message |
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Toni |
i'm trying to figure out how to use this with my photography business workflow.
mainly i've put together a client check list task with several subtasks, (laboriously manually sorted with contexts 1-9, a10-a19, b20-b29, etc...) i'd like to use it as a template to create several of these checklists, differentiated by a tag with the client's name as well as each parent task having a different name. is there anyway to just duplicate a parent task (or any task that you do often but is slightly different or for a different project, etc...) in that way? |
Jake Toodledo Founder |
We do not have a built in way to duplicate a task, but you could create a CSV file in excel that contains the tasks that you want to create often, then each time you want to duplicate these tasks, you could just import the CSV file.
Hope that helps. |
Toni |
it does.
i just can't figure out how to make a CSV file from just one parent task. |
Jake Toodledo Founder |
Yea, our CSV importer currently does not do subtasks, so that might be a problem. We plan to add this soon.
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