Gerardo:
I hope the following information is helpful as you consider how to use
MLO in your situation. In short, there are simpler and more complicated
methods. If you have follow up questions please ask.
Here are a couple of methods to duplicate or add groups of tasks.
1) use "Copy Tasks" and "Paste task(s) as..." from the context menu in
the hierarchy.
One could 1) copy from an old set of tasks or 2) create and copy from a
"template" set of tasks. One advantage of this method is that task
attributes (dates, contexts, notes) are copied. One disadvantage is that
one must modify tasks using MLO.
2) use "Advanced" > "Copy tasks as text" and "Paste text as subtasks."
In this method, since the tasks are held (at least temporarily) as text,
one could modify tasks outside of MLO. One could modify tasks by adding
or removing tasks and replacing text (such as bulk text substitutions,
using a text editor such as Notepad++). Another advantage is that one
could maintain tasks outside of MLO in text files. One disadvantage is
that the pasted tasks have only titles, so one must add other attributes
(dates, contexts, notes) after the tasks are pasted.
3.1) use the "Rapid task entry (RTE) window" as an alternative to "Paste
text as subtasks."
One can use RTE in a similar way to "Paste text as subtasks." One does
not need to use all of the options available in RTE.
3.2) use the "Rapid task entry (RTE) window" with text-based templates.
One could create a text-based template that includes many MLO attributes
(including dates and contexts) but not all (including notes). Then one
could modify the text outside of MLO before pasting (as well as
modifying tasks in MLO). One disadvantage is that one needs to learn the
text formatting used in RTE. I think this might be a great method in
many situations.
3.3) use the "Rapid task entry (RTE) window" with an external template
system.
One could generate MLO tasks for use with RTE in many different ways.
One advantage of these ways is flexibility and control. One disadvantage
is that these ways are more complex. I use a technique using Excel. If
others are interested, I could share my technique(s) in more detail.
cheers,
..jason
On 5/4/2022 8:23 AM, Gerardo Aguilar wrote:
I work as PM, many of my projects have the same sequence in process
and tasks,
when I have a new project I create new project and then create a new
section of tasks,
these tasks sections are like "Installation process, maintenance window"
Is it a form in which these names can be set as template for different
projects?
So I do not have to write them multiple times?
I have read the guide help but I think I did not find something like this
Thank you
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