ForumsQuestionsTemplate Help
Template Help
Author | Message |
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cfbruce |
I’ve started a folder to use as a template checklist for projects. Each project is it’s own folder. My template consists of 7 tasks with a total of about 70 subtasks. Many of these subtasks have notes. How do I make a copy of my template as a separate folder?
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Jake Toodledo Founder |
You would first need to use the clone tool to copy the template task, then use the multi-edit tool on the search page to move all of the subtasks to the new folder.
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cfbruce |
Thank you for your response. However I'm still a bit confused. I can clone the task. But once I get to the search page I don't know what to do. I don't mean to be dense here, but no tasks show up on the search page. Do you have step by step instructions?
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Jake Toodledo Founder |
On the search page, you just need to search for the tasks that you created. Click "New Search" and enter the criteria that will find those tasks. Then use the "Multi-edit" link to quickly edit them all.
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