It would be awesome if projects could be saved as a template for future use. For instance, anytime we run a sale or promotion the same tasks are repeated for all of our team members. So maybe a drop down when you click to create a new project you could select “from template” then “title of saved project"
Currently you can create projects and duplicate them the only issue is the templates we’ve created are always in everyones current tasks lists making them cluttered.
We plan to work on this. It might be helpful to talk to some of you about it, so we’ll be reaching out at some point in the next little while.
Yes, this would be incredibly helpful for my team. Repeating tasks is mostly what we use flow for.
Here are my other desired functions for the template:
1) Batch select if you want to change who is assigned to which tasks (I.e. if person A was assigned to all of these tasks last time, this time I want person B to do all of person A’s tasks). We do cross training here and often alternate who does what on a project.
2) Due dates automatically fill in based off when a project is due (i.e. if this is due on Thursday, task A should be completed 1 days before and task B 2 days before).
3) Flow chart/mind map view (like MindJet). This would integrate with the dependent tasks which I believe is in the works. It would enable more clarity in processes. Also be a great brainstorming tool.
4) Recurring tasks with calendar chain (think Habitbull) that can be custom number of times daily/weekly/monthly/quarterly/annually
Westgate Media commented
We created a Projects Section for templates and just duplicate the project that has its own unique workflow we need to do. They just sit there when we need to work on a new project and has worked out well for us.
Selecting a project start-end date should automatically adjust all templated tasks in that project based on some basic logic I.e. Task A 2 weeks after start, task B 12 days before end, etc.
Cyndi Walker commented
A feature request for templates - the ability to apply templates to existing projects, not just new ones going forwards.
Adding a template function would be amazing! right now i'm just creating templates and duplicating & renaming them, which so far seems to work well since all projects have the exact same workflow!
Has this been developed? Would be useful for our team too
Rebecca Riddell commented
This would be so helpful!
Templates for sections specifically would also be very useful.
Tom Duenow commented
Any updates on this? Appears demand is high. Is this something difficult to execute on the technical side? Please let us know status. I
Alistair Cockburn commented
Any updates on this? We have figure out a reasonable stopgap having a 'template' project which we duplicate whenever needed, but a permanent template feature would be a great asset.
Richard Seaker commented
Big need for us as well. Would be happy to discuss this with your team.
Michael Parker commented
Glad to see this has been moved up to "Planned,"' we regularly use our homemade project templates and would be happy to provide feedback on how we use them and when it gets to the point of beta testing!
Joseph Greene commented
The ability to create and use templates would greatly increase the value of flow to me. I already like your product very much.But as I'm currently evaluating it for my company, I know when it's time to give my report the question of can we create templates will come up. We have general steps that are included in every project. I'd also want to be able to keep content in the template as well. We tent to like to include a good task description when we assign a task. Those descriptions don't tend to change from project to project. But having them there is good for review and for when we have a new hire who's still getting on their feet. Thanks.
@Cyrus - when you say "until we add dedicated templating tools" any indicators when that may be? :)
The other thing to consider with the current "Duplicate" function (which we use for project templates) is that you lose all those notes that you may have added to the tasks - for example, we have a set of tasks that we duplicate for new products which includes a "task" for linking to our purchase order dashboard - if I duplicate this I lose the link.
Roohbir Singh commented
Templates would be highly useful. Teamwork.com does it quite well if that helps. Started using flow recently and love it!
Paul Usher commented
"Under Review" - does this mean it will make it to a build soon? it's been six months already :)
A great template archive from one of your competitors https://templana.com/