Project templates
in progress
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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!
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Lovie
Or add in more Intergrations with more robust project management tools such as Todolist, Asana, Smartsheet etc.
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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.
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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!
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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.
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Katie Hogan
Dane Janas EA agreed!
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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.
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Katie Hogan
Please can we have this fature added ASAP!
A1XX
This is essential for a project portal when handling multiple projects. How is this not already a feature. hopefully they get this ASAP
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Tiago Rosado
Any idea when will this feature be available? I am currently considering using Indy and this would definitely be needed.
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