Allow us to make task templates in Glip

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  • Updated 1 year ago
also it would be great if glip could allow us to make task templates currently we have a master task with the correct layout and text pinned and they have to copy create a new task then paste and make adjustments.  It would be awesome if we could make a template to be filled out :)

Note: This conversation was created from a reply on: Glip crashing & taking too long to load..
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Matt Finkes

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Posted 1 year ago

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Kevin Tran

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Hi Matt Finkes!

  Can u try "Duplicate Team" feature?
  • Duplicate Team - Create a copy of the given team, bringing over the team's membership and/or tasks in the process. Copy an existing team, or set up a dummy team to serve as a project template. 

Thanks u
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Matt Finkes

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I tried the duplicate team idea but it doesn't help at all.  The problem is that you can't "Copy" a task if you could then we could have a master task pinned and then we would just edit the required areas for our scenario. 

I'm providing a link to our current format: We use this task multiple times a day and they last up to a month prior to completion to Monitor units traded in and when they'll be available for resale
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Matt Finkes

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We also have specific formats that employees are expected to follow for handling our pickup & deliveries team, snowplow installs, outside sales leads, and others i can't think of currently.  Either a drop down for selecting a template or the ability to duplicate a pinned task that we create as the "Master" then we duplicate it and edit the few fields that need to be edited.