Template projects

In this article we will explain template projects and how to use this feature that can be very useful for Moment users

Template projects are mainly used to copy activities (with all the information that can be added in the editing of each activity) You can also copy the price models (separate checkbox for that) - but only the price models that are connected to the activities that are included. You can copy activities, team members and price models both when creating a new project (the module that is opened through the + new project button) and from the activities page ( separate button that appears there to copy activities etc from the template projects)

You'll see all Template projects in the Projects overview, where you also can filter to see only Template projects. So, when you want to edit a template, you just have to go to the Projects overview page, click on the Template project you want to edit, and add changes eg. in the Activities page (or for team members, price models, etc.)

All Template projects will have a label and a background/text which indicates that they are templates. You can also make new ones or edit the existing ones on the main page of the project. There you can also select which Template project will be default.

When creating a new project, it will look something like this (see screenshot below) where you can select a Template project and then choose if you want to include team members, price models and activities. Information that has been added to activities in Template projects will automatically be copied (Hours alerts, descriptions, etc.)

Adding Tasks to Project Templates

  1. Creating a Project Template: Start by creating a project template. This template will serve as the foundation for all your future projects of a similar nature. It includes the project's structure, activities, and other settings that you want to standardize across similar projects.

  2. Adding Activities: Once the project template is created, you can add activities to it. Activities are the building blocks of your project. They represent the work that needs to be done to complete the project.

  3. Adding Tasks to Activities: After adding activities, you can add tasks to each activity. Tasks are specific work items that need to be completed as part of an activity. They provide a more granular level of work management within each activity.

  4. Setting up Recurring Tasks: Moment also allows you to set up recurring tasks. These are tasks that need to be performed on a repeating basis, such as weekly, monthly, or annually. When setting up a recurring task, you can specify the recurrence pattern, the start and end dates, and other details. Once set up, new tasks in the sequence are created automatically once old tasks are closed.

  5. Adding Recurring Tasks to Activities: Just like regular tasks, recurring tasks can also be added to activities in the project template. This allows you to automate the creation of tasks that need to be performed regularly as part of an activity.

Remember, if you want checklists and routines to follow a sequence of recurring tasks, you need to add them to the template task BEFORE the sequence is created. These are not added retroactively.

By incorporating tasks and recurring tasks into your project templates and activities, you can streamline your project management process, ensure consistency across similar projects, and automate the creation of recurring work items.

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