Project templates
in progress
J
Jenna D Scott
Absolute necessity and priority. I cannot use Indy without it. Would be very disappointed, already put a lot of time into setting up only to run into this. How is this not already done, it's almost 2026 guys.
D
Denise Bonet
PROJECT TEMPLATES PLEASE!
L
Lori Ellis-Lee
Yes I need to be able to either DUPLICATE projects to make client portals....OR.....be able to create a template for a client portal so I don't have to re-create them each time pretty much the same......so frustrating & waste of time.....thank you Indy for prioritizing!
L
Lovie
Or add in more Intergrations with more robust project management tools such as Todolist, Asana, Smartsheet etc.
K
Katie Hogan
I also find it frustrating when after ticking off a task it disappears, I would like to see it stay in the list and just marked as complete instead.
L
Lovie
It would also be nice to roll task under Deliverables. And keep notes in the task after closed. The notes disappear after the task is closed. Sometimes I like to leave messages to clients with detail updates on the task.
Jennis Rivera
Hello! Any updates on this? TY!
D
Dane Janas EA
This is a deal-breaker for those of us that do the same exact projects over and over again for multiple clients. I was so excited for Indy but can't use it without this.
K
Katie Hogan
Dane Janas EA agreed!
J
Jenna D Scott
Katie Hogan Dane Janas EA Same! It's a dealbreaker!
H
Holly Murphy
Can we at least have the option to DUPLICATE a Project so that everything is set once, and just keep re-using for jobs we have on repeat - just the client changes.
K
Katie Hogan
Please can we have this fature added ASAP!
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