View and manage all of your templates, in one place. Plus, share your templates with other people and other Workspaces!
A place where we can view and edit all the custom templates we designed for our workflows
will this include task templates @Zeb? a big complaint I get is all the unnecessary custom fields in all the tasks. will we be able to apply a template to old tasks?
@Michael P: Yes indeed!
@Michael P: But just making sure you know - you can create task templates already right? You also can apply task templates to old task already.
@Zeb: Apparently I missed that tutorial... could you post a link to it? Because this is the specific issue I run into when I try to create a new task template; I can't delete all these unnecessary custom fields without deleting them for EVERY TASK EVER! And I can't figure out a way to create a new task without all these custom fields to create a new task template from. No matter how I attempt to create a new task template, I invariably get that warning box when attempting to modify the task. Either I don't know what I'm doing here, or it will hopefully be resolved in the template manager.
Yes, and why did I think this already existed. So what happens to the templates people submit, where do those go?
It's a little crazy this wasn't built-in from the beginning @Zeb @Jess Molchan... But anyway, speaking of templates - out of curiosity I decided to click on a "use template" button on your site the other day and it just started slamming the template into whatever space I was in at the time! No "which Space would you like this to go in" type of dialog, no preview, nothing!
It would be great if all the templates from the site were already built in to the template manager to preview & play with prior to implementing.
So, my work around for this currently is a Space I created called "Templates Repository". We like using it as we can, together, modify templates when we need to and check all of the templates already created before creating a template ourselves, "re-inventing the wheel".
My only issue is that I like to have certain Engineers assigned to some tasks already on the template. But doing this shows false numbers on workload and stays in their view for inbox and such.
@David Nix: I use a very similar workaround and have the same issues - would love to see a fix for this.
@Zeb: this is so awesome and will be huge for my business. I can’t wait for this update. Thank you!!
@Zeb: Yessss. So needed. Thank you!
@Zeb: Hey Zeb! This is going to be a great update for sure!
This will be a very, very welcome update. Out of curiosity, will this be able to retroactively update things like tasks @Zeb? Currently all our tasks have an enormous amount of custom fields that only a small percentage of tasks actually require. However, attempting to change/remove these custom fields for one task wants to change ALL the tasks! Hopefully we will be able to apply custom task templates retroactively. Also.... timeline?! ;p
Need to be able to edit a master version of a template that existing lists have been created off of, that, once saved, automatically adjusts ALL existing lists that were created using the original version of the template.