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Create Activities automatically for new project

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(@leader)
Posts: 68
Estimable Member
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[#9978]

Hello,

Is it possible to automatically create activities (which can then be customized) for each new project? Most projects share a common foundation (e.g., needs analysis, resource identification, communication plan development, committee setup, etc.), and automatically creating activities would allow all projects to be structured in the same way. In short, a default task list (a kind of template)?

Regards,


 
Posté : 31/10/2025 5:53 pm
jmmbb
(@jmmbb)
Posts: 561
Noble Member
 

Hello,

you can create project template (use TEMPLATE type for your project).

When you want a project based on this template, use the "COPY" function to create project from your template.

You get a new project with all activites and a similar Gantt than your template.

Regards,


 
Posté : 04/11/2025 2:47 pm
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