Project Templates

by | Jun 12, 2022

A template is a project for a set of steps you want to repeat without re-entering the steps each time.

Project Templates

by | Jun 12, 2022

Creating Templates Here are the steps for making and using templates: Create the Template. Create a task or 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...

Project Templates

by | Jun 12, 2022

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

by | Jun 12, 2022

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.