List of Common Work Items

Some of our projects have work items that are common to various projects. Would it be possible to create a list of commonly used tasks that can then be checked off as applying to that particular project? This would make it easier to set up projects.

You can build a set of tasks in Excel and then import that list.

It sounds simplistic, but I’ve used it a bunch with several of our customers and it works really well.

To read through the instructions take a look here

Thanks.

The instructions are fairly general. Are there any template files available for download—even for a look to see how one might set up the spreadsheet?

I will attach one to this in and hour or two.

Please stand by. :-)

Until Bruce whips something better up. Here is a very simple quick one for you:

name, owner, low, high
task a, adam, 1, 2
task b, bruce, 2, 3

Paste that into a text file, import it, and you will get 2 tasks assigned to Adam and Bruce. Of course you should probably use real people who have been invited to your space.

Here you go…

Sample Party Plan

Thank you. This will help us set up project templates.