Templates | Online help | Zoho Projects

Templates

Create a template for your projects, task, and task lists and use them whenever you create similar work in the future. The main use of a template is that it allows you to save your task lists and its related tasks so that you can reuse them in a new project. Certain businesses carry monotonous work, where employees will be assigned to the same set of work in periodic cycles. Recurring work can sometimes be daunting; to save your time and effort having a template can help the team in managing their work effectively. 

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An instance that can help you better understand Task Templates

Michelle runs an event management company, where she has signed a new contract for a wedding celebration. What does she do to manage the entire event? First, she creates a project named 'John and Celina Wedding Planner'. Second, she lists out all the possible plan right from decoration, music, costume, food etc. as task lists. Third, for every task list, she creates different tasks (Task list - Decoration and Tasks - Lighting, hallway, reception, pillars). Fourth, for every task, she creates different subtasks (Task - Outdoor and Subtasks - Floral, chalkboard signage, family photo wall etc.). For every task list, she creates relevant tasks and subtasks accordingly. At the end, she is done with his project. The next time she gets another wedding contract, instead of recreating the same plan 'n' number of times, she can reuse the previous project or task template for the upcoming wedding events. This is where templates help her team manage time effectively.


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