Reuse a project as a template

Do you run the same kind of project again and again, such as a website launch for each new client? Build it once as a template. Its tasks get due dates relative to the project's start or launch date, and every new project you start from it gets real dates.

Create a template project

1. Choose Projects, then New Project.
2. Enter a name, choose Template Project, then choose Create Project.
3. Open the new project from the project list.

The project has a Template badge and a Clone button. Add columns and tasks as in any project.

Count back from a launch date

A template plans from its start date at first: "5 days after start". For launches, events and deadlines, count back from the end instead: "10 days before launch". Organization owners and admins can change this.

1. In the template, choose the project settings button (the pencil) at the top right.
2. On the General tab, set Plan dates from to Launch or end date.
3. Choose Update Project.

Give tasks relative due dates

1. Open a task in the template.
2. Under the due date, enter a number of days. In a template that counts back from launch, also choose days before launch or days after launch.

   

The task cards now show the relative due date instead of a calendar date.

Start a project from the template

1. Open the template and choose Clone.
2. Enter the Project Name.
3. Pick the date the template counts from: the Launch / end date, or the start date (optional: without one, today is the start).
4. Choose Create Project.

   

OKiDO opens the new project. It is a regular public project with the template's columns, tasks, labels and default labels, and each task has a real due date worked out from the date you picked. The template stays as it is, ready for the next one.