updating created projects after a template is edited

Hello all,

If you update a template after a project is already made, is there an easier way to apply the edits to the preexisting projects? Other than manually adding them? We have many projects and are frequently updating our templates.


Hi @Melissa_Schank ,

What are you trying to edit - task names/descriptions or available fields?

If it’s the latter, you can try bundles. If it’s the former, I am not aware of a way to do this currently.

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Another option might be to split the templates in phases.

You’ll have more templates, so you’ll need more time setting up projects, but you’ll trade that for being quicker in phasing out the outdated templates.

Which is more important to you?

Also, for individual tasks bundles and task templates to spread tasks to add or replace existing tasks. I think you need people to add them manually though.

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In addition to the good replies above…

Bundles is an Enterprise feature that you can read about; if it’s available to you, it will address exactly your request to update Sections, Custom Fields, Rules, and Task Templates (but not Tasks) in already-existing projects.

If you don’t have access to that, there are workarounds like using a project to specify in a single source the custom fields and rules that all your projects need, and then multi-homing (add to multiple projects) your projects tasks to include this “common” project; then you have only one place to make updates.



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