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7 years ago
Elizabeth M Jackson
How do you recommend adding a preset list of tasks into an already created project? For example, in your sales section, if each new client has a list of standard task, can a "template" of tasks be copied in? (Or other method you recommend).
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7 years ago
Paul Minors
If you have a list already, you can select all of them by clicking the top, then holding shift on your keyboard and selecting the bottom task, then copy (Ctrl+c) and paste (Ctrl+v) into the subtasks. Or you can paste into the project list itself if you want them as tasks (instead of subtasks). Does this answer your question?
7 years ago
elizabethmjackson
How do you recommend adding a preset list of tasks into an already created project? For example, in your sales section, if each new client has a list of standard task, can a "template" of tasks be copied in? (Or other method you recommend).
Hide Replies 1
7 years ago
paulminors
If you have a list already, you can select all of them by clicking the top, then holding shift on your keyboard and selecting the bottom task, then copy (Ctrl+c) and paste (Ctrl+v) into the subtasks. Or you can paste into the project list itself if you want them as tasks (instead of subtasks). Does this answer your question?