Project Templates

Note: If you see template tasks in your normal lists, go to the Options screen (click [+] near upper right corner of Trog Bar), select the Categories & Contacts tab, and add “Templates” to the Someday/Maybe/Parked list.

Project Templates

Note: If you see template tasks in your normal lists, your context views may need to be updated. Repeat the instructions in set up all custom views.

Project Templates

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...