Create a task list template

Sometimes you may want to use a current task list as a template for other task lists.  Task list templates allow you to duplicate members, tasks, posts, and attachments.

Creating a task list template from a current task list

1. In the Task List panel, click to the right of the Report button.

2. Click Create Template.

A window opens that allows you select  how the template is created.  You can chose the template name, whether to duplicate task list members, posts, and tasks, and which task options to be used in the template.

3. Chose the options you want and click Create Template.

The task list template will now appear in the Templates section of your Task Lists panel.  

Using a task list template

1. Open the Task Lists panel by clicking the Task Lists section title.

2. In the panel, open the Templates section.

3. Select the template you want to use and click Create New.

A new Task List is created that uses the task list template's name.  

4. To change that name, click the task list's title and in the task list panel, enter a new one.

Note: this creates an independent task list, not associated with any project.

Removing a task list template

1. Open the Task Lists panel by clicking the Projects section title.

2. Open the Templates section.

3. Select the template you want to delete and click X.

Check our Mindjet User Community forum for great ideas and tips.

Version 9.3