ForumsQuestionsTemplates with deadlines that are predetermined
Templates with deadlines that are predetermined
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Harry
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I have templates set up in excel, and there are certain items that are always keyed to each other. For instance, once an offer is accepted, a copy must be sent to the clinent within 2 days, and to my office within four days. Is there a way to set up toodledo templates so that these time frames are already preset when I make a copy for each new transaction?
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Jake
Toodledo Founder
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Unfortunately, this isn't possible, but it is on our to-do list. However, we can't comment on a timeframe for implementation.
Thanks
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Harry
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Thanks for getting back to me so quickly! I am playing around with it a bit. I tried importing the template from excel as a CSV with the dates already established, and that may be the solution. Still playing around with it a bit.
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