I created a template as a project - how do i turn it into a template?
Hi @Marsha_Samuels! To convert a Project to a Template you can navigate to the project menu and choose the corresponding option:
Then you will be able to choose it from Templates when creating a new project.
Please let me know if this answers your question.
Well That was easy! Thanks so much. One other question, in terms of assigning a task is there a way to assign to a department versus an individual - is there a way to create departments in the drop down menu of project assigness
Hi @Marsha_Samuels! Happy to help
In terms of assigning a task - currently it is only possible for a task to have one assignee. What you can do is either…
- Add other team members as collaborators so that they could follow the task progress:
…or you can
- Assign duplicate tasks so that everyone in the team would get a copy of the same task assigned to them:
Then you can assign duplicates of this iask to everyone in a department (team):
Hope this helps!