How could we improve Flow?

Project Templates

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.

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  • Margo commented  ·   ·  Flag as inappropriate

    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  ·   ·  Flag as inappropriate

    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.

  • Paris commented  ·   ·  Flag as inappropriate

    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  ·   ·  Flag as inappropriate

    A feature request for templates - the ability to apply templates to existing projects, not just new ones going forwards.

  • Clare commented  ·   ·  Flag as inappropriate

    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!

  • Tom Duenow commented  ·   ·  Flag as inappropriate

    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  ·   ·  Flag as inappropriate

    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.

  • Michael Parker commented  ·   ·  Flag as inappropriate

    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  ·   ·  Flag as inappropriate

    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.

  • Ben commented  ·   ·  Flag as inappropriate

    @Cyrus - when you say "until we add dedicated templating tools" any indicators when that may be? :)

  • Ben commented  ·   ·  Flag as inappropriate

    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.

    - B.

  • Roohbir Singh commented  ·   ·  Flag as inappropriate

    Templates would be highly useful. does it quite well if that helps. Started using flow recently and love it!

  • Paul Usher commented  ·   ·  Flag as inappropriate

    "Under Review" - does this mean it will make it to a build soon? it's been six months already :)

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