A template for a list of tasks that can be added to projects

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Vee Ridgley

I am sure many businesses have activities/tasks that apply to every new project or client or something else.

Within an App I would like to be able to create a list of tasks that are relevant to every item within the App e.g. my website projects.

So when I am editing an App there is the option to drag across a task list and then set one up. Preferably by being able to upload an Excel file.

I would also like the option to decide whether these tasks appear in the main calendar or not.

Then, when I create a new item within that app, the tasks are pre-populated for me and I can start working through them. And tick them as I go, just like the tasks function now.

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10 comments

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  • Vee Ridgley

    'Almost' is not great. I have set up some workflows but had to break my project tasks into phases. Then I've had to set up a ton of 'Trigger Dates' to make them work.

    Within each phase I've had to add a list of tasks and their description/instructions in the description area. But it turns out I can only have 2048 characters. So had to create yet more phases!!! Plus each line in the task description has to be manually ticked.

    This is really time consuming, messy, frustrating and still unbelievable that a PM software does not cater for this functionality :-(

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  • CJ Gaul

    DITTO! Need the same!

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  • Jane Wade

    Would love to know if this is possible as this is exactly what I need!

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  • Vee Ridgley

    Oh good - it's not just me!

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  • Sara Høeg Højlund-Rasmussen

    Hey all, this should be (almost) possible using the workflow functionality:
    https://help.podio.com/hc/en-us/articles/201194467-Automating-workflows

    //Sara - Podio

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  • Jane Wade

    Almost doesn't really cut it. This is still one step workflow from what I can see (and I hope I am wrong) so more 'trigger' than anything else. Does it work on any app or only projects?

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  • Sara Høeg Højlund-Rasmussen

    Jane, it can be triggered from all apps - and we do plan to add more advanced triggers to the functionality soon (early 2015) to give you more options when creating the workflow.

    /Sara - Podio

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  • Vee Ridgley

    Any news on this? I've created a workround but it is tedious and inefficient.

    I've been researching some other PM software options and they all seem to have it.

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  • Dominik Hamacher

    @Vee,

    Did you try Sara's suggestion with the workflows? It usualyl works great :) If not, what is the downside?

    //Dominik - Podio

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  • Vee Ridgley

    @Dominik I have done that and it is very messy. My projects have phases so I've had to add a trigger date per phase.

    Ideally I would like a trigger date that is X days or weeks later, not an actual date.

    In the workflow each phase has a list of 'tasks', which need to be ticked off manually. Some phases have had to be split because the workflow won't take the number of tasks listed in it. Each phase has quite detailed steps/tasks.

    I probably want a task list, with subtasks as a template that I edit and the edits filter to the projects already using that template.

    My phases are very detailed and

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