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Creating a repetitive task list for a new client
Posted : Monday, February 22, 2010 6:35:00 AM(UTC)
Joined: 2/22/2010(UTC)
Posts: 2

Is there a way to create a project from a current project and in the process, copy all the tasks and assignements? I'm looking for a way to create task lists for work that is repeated and involves many (20-30) tasks.

An example is all the tasks that are required to open a new client account.
DeskShare - Support  
Posted : Tuesday, March 2, 2010 7:32:36 AM(UTC)
DeskShare - Support

Rank: Administration

Joined: 2/27/2004(UTC)
Posts: 1,824

Was thanked: 41 time(s) in 34 post(s)
Create a project for your new customer, then use Edit >> Copy to copy the tasks from an existing project.

If you create a task group named 'New customer setup' you can copy the entire task group with a single copy and paste.
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