Duplicating Project Templates - LiquidPlanner

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Duplicating Project Templates

Available with Small Team, Professional and Enterprise

You can duplicate plan items in LiquidPlanner in order to save time creating new items.

Using Duplicate

To duplicate an item, simply right click the item and click Duplicate, or select the item and click Duplicate from the edit menu.

When duplicating an item, certain fields are automatically populated in the copied version. Depending on the item type you’re duplicating, that may include: name, owner, description, estimates, dependencies, activities, shared portal status or client association. When duplicating a container, such as a project, all items inside of the container will be duplicated as well.

By checking the appropriate boxes, you also have the option to include: associated notes, documents, tags, links, comments, checklists, delay until dates, deadlines, restricted member access, and project dashboards when duplicating. Customers on the Enterprise plan will have an additional option to include expenses.

The duplicating process is filter aware. Make sure items you want included in the plan are not filtered out at the time you duplicate. If any of the tasks in the original project had been packaged, the packaged status does not carry over to the copy.

 

Setting Up Project and Task Templates

If you frequently complete similar types of tasks or projects, creating templates for those items can be a huge time-saver:

    1. Start by creating a backlog package at the bottom of the workspace called “TEMPLATES” where you can store all of your templates without impacting your schedule.
    2. Next, create a project or task that contains as much detail as possible.  Estimate and assign the tasks, and include other details like Notes, Tags, Checklists, or Custom Field values that will be applicable for the new item.
    3. Name the project or task as a template, e.g. TEMPLATE: Website Design or TEMPLATE: Service Request
duplicate templates
  1. When you are ready to start a new project, simply select the template project and duplicate it.
  2. Update the name of the new project and move it to the appropriate place in your scheduled plan.  As soon as you remove the project from the backlog package, it will be taken off hold and scheduled according to its priority order.

If you have a customized project dashboard associated with your project template, you have the option to duplicate the dashboard when duplicating the template to create a new project. Sub-folder dashboards associated with the project will be duplicated as well. Once the new project is created, click the View Project Dashboard and View Sub-folder Dashboard links to update dashboard names.

If you’ve set up an intake form on a dashboard and wish to use an existing task or project template as a base, simply select the option to “Use a task or project as a template” on the widget and then select the appropriate template item.

 

Related Articles

Managing Requests with the Intake Form
The Edit Panel
Multiple Select and Bulk Editing
The Right-Click Menu
Backlog Packages

Duplicating Project Templates was last modified: November 28th, 2017 by Zareen Maurer

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