Add timeline view for project templates

English Forum Product Feedback
1

When setting up a project template, creating and managing dependencies is quite a hassle, the result of which only becomes clear when you actually make the project and look at a Timeline or Gantt view.

It would be really convenient if from the template you would be able to see the dependencies, and create them using click and drag.

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There are many other niceties present in projects and missing from the project template editor; dependencies is just one of them

I’d much prefer Gantt view to Timeline view in such a request for a whole view to be added, not to mention Dashboard, Overview, etc., but frankly I bet we’ll never see any based on past project template feature velocity.

FWIW, project templates are also missing filters, sorts, group by so there’s a lot of setup to be done in instantiated projects–exactly what a project template is supposed to preclude. I’d like to see product team resources be devoted to that.

My workaround/approach is to generally start in a regular Project, not in the template editor. Then I choose very carefully the moment when I “Save as template” and then continue the work there.

That lets me use paste to generate many tasks or subtasks with one click, Gantt view for auto dependency chain creation in one click, auto due date generation, etc., etc.

Thanks,

Larry

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The former project template was before my time, so I can’t speak to that.

As good templates are a living thing I don’t like that this is motivating us to delay to start using a template.

My situation is that I’m adding a lot of subtasks (same task, same deadline, same dependencies, 20 different people)

Adding this manually is frustratingly inefficient, as subtasks can’t be copied, and to add dependencies you need to open each and every subtask.

The workaround I’m planning on using now is make a project from the template. Add the new subtasks and dependencies in the live project. The speed with which I can do that is sooo much greater in a live project compared to the template:

  • add subtask
  • add start & due date
  • add dependencies
  • assign people using the multi-assign creating copies.

Then I will save the project again as a template, adjust the settings and delete the former template.

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4

Your approach sounds good, @Jan-Rienk.

I think we’re both advocating the same thing: using a combination of project and template editors, whichever one is needed at the particular time.

This is likely not something easy to do for many people, unfortunately.

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