Templates



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.

 

Using previous Templates

If you would like to create a new Template, you can do this by accessing the Web version of DropTask. Instructions for this are available here.

To use a template, tap on Create a New Project within the MENU tab. Here you will be able to use previous templates saved from other projects.

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You are able to create a new template for future projects by logging on to the Web version of DropTask. Once there, you’ll be able to save your existing templates ready to use on your iPhone version of the application.

The ability to create and manage Templates via the DropTask iPhone application will be coming soon.



Please Note: This is a DropTask for Business feature.