Creating a repetitive task list for a new client

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Creating a repetitive task list for a new client

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IndinaTrittasia		#1 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.
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DeskShare - Support		#2 Posted : Tuesday, March 2, 2010 7:32:36 AM(UTC)
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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