Ability to copy tasks and milestones to and from templates
Prior to the new UI, we could copy tasks and milestones to and from templates. That is no longer an option. It usually makes sense to build out repeated milestones and tasks in the template, then move them in to an active project. That way, you're not re-creating those each month. Would love to be able to copy tasks and milestones to and from templates!
Are you referring to the "Add Tasks from Template" option on the task list? This option in the old UI is still available in the new UI, just now in a different location. Here is where you can do the same action in the new UI:
In addition to the Add Tasks from Template option, we have improved the way you can copy or cut/move entire task sections by right clicking on a Summary Task and moving it or copying it to an entirely different project. Please let us know if there is another option you are referring to, thank you!0
Please sign in to leave a comment.