features · Jun 16, 2015

Template for Your Projects and Tasks

Crystal Chen
Content writer, food lover, and aniholic.

My helpful screenshot

It is common for people to create a template of an email message they will often use, so they will not need to write up everything again the next time, or the next. On Quire, we let you do the same with projects and tasks.

Here is how you will do it:

To duplicate a project

Click on the project title or a task.

My helpful screenshot

Click on the “Options” icon that looks like a wheel in the main panel (on the screen’s central or main side).

My helpful screenshot

Select “Duplicate project”.

My helpful screenshot

Choose a name for this project and an organization it belongs to. You can also choose if you want to share it with the same people from the organization.

My helpful screenshot

As you will see below, everything, including the descriptions, assignees, tags, due dates, attachments and followers, from the project you chose will be copied to your new project, except for the comments.

This is what your template project looks like:

My helpful screenshot

And this is what your new project looks like:

My helpful screenshot


To duplicate a task

Select a task.

My helpful screenshot

Click on the “Options” icon that looks like 3 vertical dots in the detail panel (on the screen’s right side).

My helpful screenshot

Select “Duplicate this task”.

My helpful screenshot

Choose a name for the copy of the task.

My helpful screenshot

As you will see below, everything, including the descriptions, assignees, tags, due dates and attachments, from the task you chose will be copied to your new task, except for the comments.

This is what your template task looks like:

My helpful screenshot

And this is what your new task looks like:

My helpful screenshot


Now, when you have similar projects in your organization or similar tasks across your project, you know how to make a template for them.

There’ll be more to come!