Creating Templates can be a really quick way to duplicate projects which require the same actions to be taken – but in a different context – on a regular basis.
For example, if you’re organising an event you may have one Category named ‘Budget’, another called ‘Transport’ and one more named ‘Guest List’. Within each of these Categories are respective Tasks that need to be carried out each and every time you have an event to organise. So, after attaching files, updating progress and managing the overall project, the next time a different event comes up you have to re-create those same Categories and Tasks for another project. With Templates, you have a quick and easy solution to re-create projects that can be used time and time again, without any of the interchangeable details and specifics like status, notes and attachments.
Creating a new TemplateIf you would like to create a new Template, you can do this by accessing the Web version of DropTask. Instructions on this can be found here.
1. You can create a new Project from an existing Template by tapping on +CREATE NEW PROJECT in the MENU.
2. Then, you will have the choice to create a new project from an existing Template. Simply select the Template that you would like to use and tap DONE once complete.
The ability to create Templates via the DropTask iPad application will be coming soon.
Please Note: This is a DropTask for Business feature.