Set Up the Templates List

In Donedesk, your templates list is a workspace called [Templates]. It is automatically created the first time you use it, or when you specifically set it up. To create it and add instructions for using it: Click Project Workspaces on the left side. Type +Add. Enter...

Your Templates List

The list of all Templates—tasks you can use over and over. (In Donedesk, this is the [Templates] workspace.)

Your Templates List

Copy Them First Remember to copy Templates before using them. Otherwise, you won’t have one the next time you need it. The [Templates] workspace will show only template tasks/projects, which are projects you will repeat over and over.

Projects List

In Donedesk, no projects list is available or needed for small projects. Instead, rely on Search to find all tasks for a project.For large or shared projects, check the Manage Workspaces list. Add to Weekly Review (Optional But Helpful) If you use project workspaces...