Projects and reusable templates

Purpose

Prepare a reusable sequence and review people and dates for the new execution.

Before you start#

• Tasks — assignees, statuses and deadlines

Step by step#

1. 1

   In the Projects view, create a project and complete the required fields.

2. 2

   Organize the project's tasks and assignees using the available options.

3. 3

   Use the templates area to prepare a recurring sequence when authorized.

4. 4

   When creating from a template, check the name, dates, tasks and assignees before confirming.

5. 5

   Track deadlines and progress in project views and update tasks according to completed work.

6. 6

   Review the template for future executions; do not assume changes retroactively affect all existing projects.