L
Laura Schilling
Yes, please! I made a template but need to push it to 23 lists. It takes like 150+ clicks and 15-20 min. Let me build a template (task + subtasks) and then let me just select the lists I want to copy it to.
Daiane Bergamasco
Just as there are list templates and so on, please make it possible to save a set of automations to apply it to any existing list, folder, or space.
I created a list with 13 automations and saved that list as a template and applied it to more than 10 spaces. However, we had to change the automation rules, reducing it to 9. I did this on a list, but I realized that it's not possible to save this set of automations as a template so I can only change it on the other lists.
We will have to manually change the automations of each of the lists or archive the current lists (which will be bad, since you already have all the task history) to apply a new list template with the new set of automations.
I understand that it's super easy for you to do this, since there is the Automation Manager area and in the browse tab, you already have several pre-prepared automation templates to create.
In addition, I notice that, in any list that I enter, if I go to Manage All Automations, in the Manage tab, I can select automations from other lists. It is only necessary to have the option to APPLY to the current list.
Attached is a sequence of prints to clarify what I mentioned above.
Marge
OMG!!! THIS PLEASE!!
Markus Steven Müller
Please finally make this a reality! So cumbersome to improve or keep things up to date across spaces!
J
Jill Merchant
Ditto!
S
Shannon Nix
It's a must have! Would love to see this implemented asap. Thanks.
Kate Holcomb
This is HUGE. I went to suggest this feature and saw it's a 5-year-old request. Agree with all - we need to be able to apply templates to existing jobs. This is a feature that we had in our old PM software.
Y
Yassir S Carbó
Please speed this up, it is very important to be able to apply list templates to an existing list.
Stacey Lopez
The concept of a template is to "not" start from scratch when doing repetitive things... not being able to add a template to an existing list is very counter-efficient.
Use Case: When we have word of a new contract, I need to create a list to mark that as a placeholder for a portfolio view. I don't want to populate that list from a template because we don't know what the product mix is until the contract is signed. So I have to make another list FROM a template when it is signed and then move all of those templated tasks into the placeholder list. And then delete the template-generated list because I don't want to have to redo the associations from that placeholder list! Aghhhhh!
Also, we can create a template out of 1 task; but can't make a template out of a couple of selected tasks (should be able to select random tasks and then make that selection into a Task template that could be inserted into an existing list). This makes me do extra work. And yes, you can duplicate tasks and then move them, but I swear, there is something buggy with duplicating large count of tasks and moving them.
Please move this to In Progress!
A
Alexis Gurman
Any update on the status of this ???
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