Help get this topic noticed by sharing it on Twitter Twitter, Facebook Facebook, or email.
David
happy I’m happy

Task Templates to avoid re-entering recurring tasks.

I am a photographer and every time I shoot a wedding or do a portrait session, there is a set list of tasks for each customer. Its the same list of tasks for every wedding or portrait session. It would be great if I could make a custom task template. Say for instance, I do a senior portrait session. I would go in and select the "senior session" template, add a descriptive name and then it would automatically add all the tasks and their respective due dates below it based on the date the template task was entered.

Hope this makes sense. I'm sure many would benefit from this feature. Anyone who provides some service or product that involves several standard tasks spread out over several days weeks or months, this would be a huge time saver I would think.
66 people like
this idea
+1
Reply