Remember also that there is a "New from template" command. Having said that, I don't use that feature. For me, projects are "special ed cases." Each project is a "folder" and has maybe 15 to 25 subtasks. About 10 of those will always be the same, so they are in my templates. The subtasks are just simple todo items, but there are dependencies. I go through maybe 6 or 8 projects per week. I name the folder by what type of case it is, with angle-braces. (See pasted below). I make them "Hidden" then un-hide them when I use them. To use one I just "Duplicate" the folder, then rename it.
*<Referral> Get info from teacher File review Call home - Assessment plan Make referral form & consent Send permission form home Send parent rating scales Send teacher rating scales Consent received? Testing Rating scales returned? Write report Schedule meeting Zoom feedback mtg In-person feedback meeting Copy to parent Doublecheck docs Print, Send docs up* On Thursday, May 5, 2022 at 12:59:20 PM UTC-7 [email protected] wrote: > 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 > > -- > You received this message because you are subscribed to the Google Groups > "MyLifeOrganized" group. > To unsubscribe from this group and stop receiving emails from it, send an > email to [email protected]. > To view this discussion on the web visit > https://groups.google.com/d/msgid/mylifeorganized/9fb5bc3c-e1f6-41cb-bd28-acb9af532971n%40googlegroups.com > > <https://groups.google.com/d/msgid/mylifeorganized/9fb5bc3c-e1f6-41cb-bd28-acb9af532971n%40googlegroups.com?utm_medium=email&utm_source=footer> > . > > -- You received this message because you are subscribed to the Google Groups "MyLifeOrganized" group. To unsubscribe from this group and stop receiving emails from it, send an email to [email protected]. To view this discussion on the web visit https://groups.google.com/d/msgid/mylifeorganized/39e7839d-9f90-4907-9292-a34d95be3000n%40googlegroups.com.
