Template for Your Projects and Tasks

Current features report #3

It is common for people to create a template of an email message they will often use, so they will not need to write up everything again the next time, or the next. On Quire, we let you do the same with projects and tasks.

Here is how you will do it:

To duplicate a project

Click on the project title or a task.

Click on the “Options” icon that looks like a wheel in the main panel (on the screen’s central or main side).

Select “Duplicate project”.

Choose a name for this project and an organization it belongs to. You can also choose if you want to share it with the same people from the organization.

As you will see below, everything, including the descriptions, assignees, tags, due dates, attachments and followers, from the project you chose will be copied to your new project, except for the comments.

This is what your template project looks like:

And this is what your new project looks like:

To duplicate a task

Select a task.

Click on the “Options” icon that looks like 3 vertical dots in the detail panel (on the screen’s right side).

Select “Duplicate this task”.

Choose a name for the copy of the task.

As you will see below, everything, including the descriptions, assignees, tags, due dates and attachments, from the task you chose will be copied to your new task, except for the comments.

This is what your template task looks like:

And this is what your new task looks like:

Now, when you have similar projects in your organization or similar tasks across your project, you know how to make a template for them.

There’ll be more to come!