Project Templates

by | Jun 12, 2022

Creating Templates in Toodledo

Here are the steps for making and using templates:

Create the Template. Create a Notebook item with a good name, followed by the first step:

New Prospect / Record info in contacts list

Next Steps. Enter the full list of next steps in the body of the Note. Enter them in roughly the order you need to do them:

Follow-up call or email
Determine needs and interests
Prepare custom information packet
Ask John to review/send packet
W/F client acknowledge packet (call if no response)

Adding Templates

:

  • Click (upper left).
  • Click Notes.
  • Click .
  • Enter the template name followed by the first step.
  • Enter the full list of next steps, then click .

Using Templates in Toodledo

The next time you need to perform this project, switch to the Notes tab, copy the title of that note, and use it to create a new task. Change the title so it is specific to this particular project:

Trevor Smith / Record info in contacts list

Next, highlight and copy the body of the note (all the steps) and paste them into the task notes.

Then, process the task/project, set a date for the next step,

When the first step is completed, you will re-process normally. All other steps in that project are poised and ready for their turn.

Note: If you see the template tasks in your normal lists, your task list filters, if supported, should be updated to exclude the Templates context (the way they may already exclude Someday/Maybe or other attributes).