Duplicating Templates - Set default options at account level

From a project management perspective it would be great if admins had the ability to set default requirements at the account level when duplicating tasks.

For example, with our users we've run into problems with:

  • Select a folder (would be nice to have option to make this required) - issue: projects are left in the template folder
  • Task prefix (would be nice to have option to make this required) - issue: inconsistent usage, multiple tasks with the same name aren't easy to distinguish at a glance [depending on project naming]
  • Reschedule (would be nice have option to set end date as the default selected item or only item) - issue: people frequently forget to switch from start to end date which throws off our task workflow, creates extra work to go back and clean up

Also would be nice to have the option of locking templates so only admins can edit - issue: templates get edited by mistake or in anticipation of a particular project and subsequently aren't fixed or require constant monitoring.

Upvote 4
5 Kommentare
Spot On Innovative Approach Stellar Advice
Avatar
Stephanie Westbrook

Hi Tobias, welcome to the forums! Those sound like really practical ideas. I hadn't thought about required fields for templates but I can definitely see how that would help in a situation where you have multiple people using the template. 

0
Spot On Innovative Approach Stellar Advice

Locking templates would be a lifesaver for us.  This "template" process feels way more like a work-around and not a true template.

1
Spot On Innovative Approach Stellar Advice
Avatar
Anastasia

Bert, thanks for adding your vote here! Curious to learn more about the types of templates you use, and how many people on your team generally participate in duplicating them.

0
Spot On Innovative Approach Stellar Advice

Yes, please make locking templates an option. The fact that anyone can edit them makes no sense. You should only be able to edit after duplicating!

0
Spot On Innovative Approach Stellar Advice
Avatar
Stephen

Hi Diane, I can definitely see the benefits of having a 'lock' feature for templates so thanks for your input. I'm wondering, like Anastasia above, how many people on your team are duplicating Templates? The reason being is that as a workaround of sorts, you could review what Folder the Template is created and ensure this Folder is only shared with people who need to Duplicate the task. I know this isn't what you're looking for, but it might help manage unwanted changes to the template. 

0

Folllowing List for Post: Duplicating Templates - Set default options at account level
[this list is visible for admins and agents only]

Nach oben
Didn’t find what you were looking for? Write new post