Welcome Guest Search | Log In
Forum Jump  
Next Topic
Creating a repetitive task list for a new client
Options
IndinaTrittasia
Posted : Monday, February 22, 2010 6:35:00 AM
Rank: Member

Joined: 2/22/2010
Posts: 2

Thanks: 0 times
Was thanked: 0 time(s) in 0 post(s)
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.
Back to top
DeskShare - Support
Posted : Tuesday, March 02, 2010 7:32:36 AM

Rank: Administration

Joined: 2/27/2004
Posts: 1,062

Thanks: 0 times
Was thanked: 25 time(s) in 21 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.
Back to top
WWW
Users browsing this topic
Guest

Copyright © DeskShare Incorporated.  All rights reserved.