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Can I save a set of tasks as a template?

wyedesign says:
I often have to complete the same set of tasks to complete a project. The project will have different info, but the tasks are usually all the same. Rather than have to remember to type in each tasks separately each time, it would be great to be able to insert them all at once from a template. Is this already possible? Or do I need separate project management software for that?
Posted at 7:53am on November 28, 2016
raymond.bergmark Power Poster says:
One easy solution is to create an Excel file for each project template.

One row for each task, possibly with formulas to calculate start and due date etc.

When done, copy/paste and e-mail to your bulk import e-mail address (the one with "+import").

Good luck!
Posted 7 years ago
azclaire says:
Another alternative is to create a unique list containing only those tasks. Then, archive the list. When you need those tasks again, unarchive the list.
Posted 7 years ago
robert.ward says:
I'll add my two cents as well, with two ways to do it:

1. Use a specific list and when you need to recreate the task (assuming they are the same every time), you can select the completed tasks (hit the "h" key to view them) and then duplicate the tasks (instructions here: https://www.rememberthemilk.com/help/?ctx=basics.tasks.basics.duplicatetask

2. Option 2 is the linked Python script below used with the RTM API and pyrtm:

https://github.com/JBalloonist/rtm-python-scripts/blob/master/RTM/add-multiple.py

https://www.rememberthemilk.com/services/api/

https://pypi.python.org/pypi/pyrtm
Posted 7 years ago
tristo (Remember The Milk) says:
Great to see all these different approaches, and even a script or two. Clever!

I've personally set up a task full of subtasks and notes (but without due dates), which I then complete and uncomplete as required, when I need to follow a process.

However, that's quite a 'small' specific job that needs doing only occasionally, as opposed to a complete project that might run for weeks or months!
Posted 7 years ago
This topic has now been closed automatically due to a lack of responses in the past 90 days.