I suggest you ...

Templates & Copy Projects

Where I have a number of projects which are identical but for different clients it would be useful to be able to create a template which I can then copy or at least be able to copy an existing project and re-name it.

For each project there are 20(ish) standard steps and its quite time consuming to enter these individually for the number of projects I have on the go.

I imagine this would be relatively straightforward to implement?

125 votes
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  • George commented  ·   ·  Flag as inappropriate

    Serious deal breaker for me too... every project has the same 12 to 15 steps in the pipeline... really need the ability to save a sample of each to the template folder and copy to create the next project.
    Can add 15 or more in a day so time spent typing is not an option. thanks

  • Trish P commented  ·   ·  Flag as inappropriate

    I, too, have a pressing need for the ability to create templated items, especially projects, but also some complex tasks that are similar but not identical. The ability to a) mark an item as a template so it is hidden from any of the current lists and will not show up in next actions or focus and b) allow me to clone a fully-set up item would definitely be a requirement in my workflow.

  • John Mauney commented  ·   ·  Flag as inappropriate

    I would vote for this if it worded in a more generic way.

    I.E. the ability copy/duplicate elements, whatever they are (projects, actions, etc)

    You could create your templates from that

  • Paulo Amancio commented  ·   ·  Flag as inappropriate

    +3 on this idea

    I am starting with GTDNext today and the first thing I was looking for was to be able to copy tasks and/or entire projects, because i have some projects that have always the same structure

    explaining better: i deliver like 15 technical proposals per mont, for each proposal i have to read techinical specifications, do from 5 to 10 calculations procedures, fill the techinical proposal and deliver specific informations for other persons, this will be like 20 steps, so would be nice to have a pre-set structute ready before beginning each proposal

  • Carol commented  ·   ·  Flag as inappropriate

    I, too, have projects like that - several, in fact. So I enthusiastically +1 this idea!

    Thanks, Carol

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