Thanks for providing this feedback, @Zach_Gohl .
Making improvements to project templates is a priority for our Product team and we hope to have lots of exciting new features coming in the near future.
For now, you can add your votes to these existing requests and you’ll be notified there of any updates:
I was excited to use the new Templates function, but see that it goes ahead and creates a task for the Task Owner in My Tasks before it is turned into a project and clutters up their Task list. Is there any way to have task owners assigned in the template without it moving to My Tasks until you create a project? When I deleted the template all of the tasks remained for my team and it took and hour to clean up. It is just easier for me to copy a project at the time we start our process if this is…
We would like to be able to create a project template and assign dynamic due dates, so that if we choose a “start date” for the first task or an “initialization date” for the project, the other tasks get dynamically allocated a due date based on their proximity to the start date. Example:
I want to create a debt collection project template which I can initialize with every delinquent account:
On date X initalize the project.
On X+10 days- send a reminder email.
On X+20- get the CFO involved.
O…