Is there a way to copy and paste actions in projects that you're going to have to do over and over?
For instance, I'm a wedding photographer and so every time we book a new client we can create a client folder, but the actions that need to be completed are virtually the same for every client (create contract, send contract to client, book travel arrangements for wedding, sort through images, etc etc etc.) Is there a way to, in a sense, create a template of tasks that we can simply apply to every one of our new clients?
Sure, we'll have to manually assign the completion dates and so forth, but that would save a lot of time it seems like.....
Any ideas on how to do this or should I submit it to them as a requested feature?
For instance, I'm a wedding photographer and so every time we book a new client we can create a client folder, but the actions that need to be completed are virtually the same for every client (create contract, send contract to client, book travel arrangements for wedding, sort through images, etc etc etc.) Is there a way to, in a sense, create a template of tasks that we can simply apply to every one of our new clients?
Sure, we'll have to manually assign the completion dates and so forth, but that would save a lot of time it seems like.....
Any ideas on how to do this or should I submit it to them as a requested feature?
Last edited by Chris Humphreys; 2008-01-03 at 10:06 AM..
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