Project Templates
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This document discusses how to duplicate project templates in Casual by either cloning an existing project or copying and pasting tasks between projects. Cloning a project duplicates its entire structure, while copying and pasting allows transferring individual tasks or groups between projects while maintaining their original progress and assignments. Templates can be reused to streamline setting up new projects with similar workflows.
Project Templates
- 1. Project templates Copy & Paste
- 2. Every project workflow can be used as a template for new projects.
- 3. To duplicate a project just clone it. Click on the Project Settings icon and select Clone.
- 4. Cloned project will contain the same structure as the original project except deadlines, task assignments & project progress.
- 5. Alternatively, you can Copy & Paste your workflows. Copied tasks or groups can be pasted into the same or any other project in your workspace.
- 6. Select tasks, right-click on any of selected tasks & select Copy from the drop-down menu.
- 7. Right-click on any free space of the project canvas & select Paste from the drop-down menu.
- 8. Copied tasks will appear inside the placing box. Adjust the position of tasks and click Apply to confirm the paste.
- 9. Have a Question? Send us an email: founders@casual.pm
Editor's Notes
- #2: PASTE
- #3: Every project workflow can be used as a template for new projects.
- #4: To reuse whole project just clone it. Click on the Project Settings icon and select Clone.
- #5: Cloned project will contain the same structure as the original project except deadlines, task assignments & project progress.
- #6: Copy & Paste feature is another way to reuse your workflows. Copy tasks or groups from another projects and past them into the same or other projects.
- #7: Select tasks, right-click on any of selected tasks to call a context menu and choose Copy.
- #8: Right-click on a free spot of project canvas to call a context menu and choose Paste.
- #9: Copied tasks will appear inside the placing box. Adjust the position of tasks and click Apply to confirm the paste.