by Jason C | Jun 12, 2022
Templates are an optional feature of TRO. Most people do not use templates, but they are a huge timesaver if you have critical projects that you repeat over and over. For example: signing up new clients, sales processes, training steps for new employees, applying for...
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).
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