by Jason C | Jun 12, 2022
Creating Templates Here are the steps for making and using templates: In the Someday column, create the Template. Create a task 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 as a...
by Jason C | Jun 12, 2022
In MS Planner, move task/project to the Someday column (10th from the left), then assign a context called (TEMPLATE) to a task/project.
by Jason C | Jun 12, 2022
Copy Them First Remember to copy Templates to the Someday column (leftmost) before using them. Otherwise, you won’t have one the next time you need it. In MS Planner, the Someday column/bucket (10th from the left) is also your Templates List.
by Jason C | Jun 12, 2022
In MS Planner, Templates can be found in the Someday column/bucket (10th from the left).
by Jason C | Jun 12, 2022
In MS Planner, you can copy Tasks and Plans. To copy a task: Hover mouse over the task. Click ··· opposite the task title, then select Copy task. Retain or change task title in the New task name field. Retain or change the major context by clicking Plan name field,...
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