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  1. OpenProject
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  4. Checklists and templates?

Checklists and templates?

Added by Steven Schveighoffer over 8 years ago

I am using open project these days for all sorts of tracking.

One of the things I track is a repetitive task that I must perform on a set period. Is there any way to create a “template” work package, where I can simply copy a work package or set of work packages, then just change the date? Bonus points if it can do this automatically for me (like a repeating appointment in a calendar).

Another thing I would like to see is a checklist work package. This can be simulated by creating sub packages for each checklist item, but the UI required to do this is quite clumsy for the things that I would want to do. You could also attach the checked off items to the percentage complete.


Replies (1)

RE: Checklists and templates? - Added by Joe Davis 3 days ago

I'm looking for this as well. We manage our RFP responses in OP and need to create child tasks for each of them so we are sure that certain tasks are assigned and have due dates. Doing this manually is a great deal of work and setting up each RFP as its own project using Project Templates is not viable.

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