You can now pre-assign team members to the tasks in your Task Templates. Set the person responsible for each task one time in the template. Every time you load that template into a project, each task is already assigned to the right person, so you don’t have to assign tasks by hand. When the same people are always responsible for the same tasks, this saves a lot of manual setup on every project.
This came directly from Business plan customers who run every project off the same templates.
Don’t have a template yet? Build a task list in any project and click Save as Template. Anyone assigned in that list is saved with the template.
Most flips follow the same steps every time. Task Templates let you build those steps once as a reusable checklist and load the whole list into any new project in one click. Build a template for each phase of your flip, pre-assign the Team Members, and every new deal starts with the right tasks on the right desks.
Templates without assignees work exactly as before.
