Templates and recurring projects

Do you often work on the same kind of project? Create a template with fixed tasks and subtasks. With a new project, you choose the template and all the tasks are immediately listed.

• Every task and subtask in a template can get a note . You see it in the task overview, handy for fixed agreements or ways of working.
• Note: If you customize a template, that change will also be applied to all projects that use that template. If you want an exception for one project, then adjust the task in that project, not the template.

Work that comes back every month or year (maintenance, reporting), you set up as a recurring project.

Templates are in Team and Pro. Recurring projects and custom project fields are included in Pro.