Is there a way to make Task templates available across all your Projects within the same team? Or even across different teams? Or do I have to create Templates over and over again in each Project that I want the task template to be available in?
Even when I drag the template to a different Project, I can’t see the template in the “Add New” drop down.
As a workaround I suggest maybe creating one project that just contains just tasks that you use as templates. Then you would have to duplicate the tasks whenever needed.
Or duplicate into the relevant projects and then save as task template there also.
@Emily_Roman I think this could be moved to the product feedback category
Thanks for the reply @Andrea_Mayer . The problem with duplicating the task is that is automatically is marked as complete and with automated rules, they always end up in the Completed section. Not the end of the world, but just an annoyance when constantly having to duplicate. I’ll read the other forum post, thanks!
Making task templates global/found in a library would be major and really increase the use value for the templates! No more duplicating from our “Task Templates” project, renaming, making sure it’s moved to the right project, etc etc.
Use Case: patent prosecution has many formulaic steps that we’ve created task templates for that need to be available across client teams/projects.
I completely agree with all the comments, at present we have a project called Templates that has all our repeatable tasks and we duplicate the task in the project and add it to the project we need. I am keen to move over to Task Templates but if this means we have to version control Task Templates that could be need in as many as 30 projects this will not be helpful. I favour a central Task Library when on a project by project basis you can add/star them for each project to avoid having potentially tens of templates to choose from in a drop down. Keep up the good work!
Thank Marie. Similar to Skyler, we are an agency with many clients with repetitive steps that we are building in a Team called Templates.
It’s a little frustrating when your understanding of a template is that once you have created a templates and duplicated it, future work done in the parent template does not appear in child templates of the parent.
We need to still go into the parent, duplicate a task, open it, tell it to show in the child template and then scroll, scroll, scroll, scroll, scroll, scroooooooll (yes, it feels like this sometimes ) all the way back to the top (our Template board is at the bottom) to get to the child Team template you want to work on.