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.
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 task / project creation. In the template you preset the deadline for task or subtask. When you create a project, task’s deadline is + X number of days that you set in the template automatically.
Add due date just as in common task. Place mouse over a task and click Assign/Due… or go to task detail.
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 of creation 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.