Do you have processes for repeated activities? If not, we highly recommend to start with project templates in Freelo. Process can be just a checklist of steps. Helps you keep the same procedure and do not forget anything.
How to create a template
You can create a new project template and define To-Do lists with tasks and subtasks gradually. There are few ways how.
Create new template
Go the section Projects > All projects > click Create template.
Appears a form where you enter template name and its captain. In case you are part of team using paid plan you should select captain who has paid plan.
Then you have clear project template where you define particular To-Do lists, tasks, subtasks. You can also invite other users, assign them as solvers or preset due dates.
Template from existing project
In case you have a well structured project and you know the tasks are regular, you can create a template from existing project.
Go to All projects and via three dot menu on the right click Create template.
When it is your own project you can create a template on project detail. Click setting icon and Create template.
New project from template
To create a new project from template click on Create project.
In the form, fill in the project name and select the date from which the deadlines will be set according to the template. Then choose row or column display, currency (cannot be edited later) and project’s captain.
How to use templates
As soon as you have some project templates, you can find them in the section All projects > Project templates.
Then you can add particular To-Do lists or tasks with defined process to running project. Also it helps you create tasks in bulk.
Add task from template
Go to project detail and click arrow icon next Add task > Add from template…
In following window select a task template that you want to add as new task.
Add To-Do list from template
Below see how to add To-Do list from a template. Click Add from template… via arrow next to red title To-Do lists.
Invite users to template
It is also possible to invite users to the project’s template. This allows you to share the template with other users who can use it as well.
Go to section Users in the template and click green plus icon invite others.
As soon as you invite users to template you can assign them to tasks and subtasks. Assigned users remain as solvers in created tasks or whole To-Do lists.
Set up due dates
You can set up floating due dates, for example + 7 days since the date you choose when creating a new project from template. In the template you preset the deadline for task or subtask.
Add due date just as in common task. Place mouse over a task and click Assign/Due… or go to task detail. Or use the keyboard shortcut the cursor on the task + T.
What is converted from the template to a new project?
- Structure of To-Do lists, tasks and subtasks
- First comment in task or subtask
- Sub/task assignment to other users (solver must be invited to the template and the new project)
- Pre-set floating due date based on the date you choose when creating a new project from template
Text form of the template
You can have every template written in text form.
Multiple To-Do list creation
Go to particular project and click the arrow icon next to red title To-Do lists > Add more items…
In following form add To-Do list, tasks and subtask in precise form:
= To-Do list name
– Subtask name
Multiple task creation
Click arrow next to Add task > Add multiple tasks…
In following window input particular tasks and subtask. Enter list of task name without any marks. Each task is per one line. In case you want to add subtask add dash in front of the subtask name.
You can also assign all of them to one user via Assigned to or add due date. Confirm via Save.
The same way as project transfer works the template transfer. It might be handy when Project managers create templates under their accounts at the beginning or you have a new boss/team captain.
Go to section Projects in upper blue bar > All projects > Project transfers.
You can transfer your own templates to another user – the best one is the captain with paid account plan, via Transfer to user. Another way is to request template transfer from the current owner to you (only if you are invited to the template) – Request from users.
Template transfer to another user
In case you want to transfer your own template to someone else, you have to click checkboxes next to the template name. Below select the new template owner > Who do you want to transfer your projects? and confirm via Transfer selected projects.
Template request from a user
You can request a template transfer only if you are invited to the template. Via checkboxes select the templates that you want to own. Confirm via Request project transfer.