When you find that you are creating the same Projects and tasks that you use repeatedly, you can save time and effort by creating a Project template to quickly send out these sets of tasks over and over again.
Creating a Project Template:
Step 1: Click on the ‘Tasks’ tab at the top of Basil.
Step 2: Next, toggle the view to ‘Projects’ and click ‘+ Projects’.
Step 3: On this screen, you'll want to give your template a name and description. You can add the required types of tasks here, choose if the order of these tasks needs to be enforced, as well as other details. Click ‘Save Details’ on each task to add another task to the Project.
You will need to select a Client and Workspace. You need to fill out all fields such as ‘Assigned to’, ‘Estimated Start Date’, as well as fill out the ‘Add Details’ page for each task. Don’t worry, these dates and specifics will not be saved permanently and will be reset when you go to apply the template.
Step 4: Once you've added the required tasks and are satisfied with the setup, you can click ‘Save as template’ in the lower right-hand corner to save the template and add it to your list of templates. If you need to return to finish editing this template, you can click on ‘Save as Draft’ and come back later or you can select ‘Delete Tasks’ and start from scratch.
Applying a Project Template:
To use a previously created Project template, follow the steps below.
Step 1: Click on the ‘Tasks’ tab at the top of Basil.
Step 2: Next, toggle the view to ‘Projects’ and click ‘+ Projects’.
Step 3: On the screen, click on ‘Project Template’ to see your saved templates and then select ‘Use’ for the template you wish to utilize.
Step 4: In the next window you will enter the basic information for who will be doing the tasks listed in the template and confirm the task details. You need to select the Client/Firm, Workspace, and Assigned Users. You will also need to select a name for the Project as you will not be able to name the Project you wish to use the same as the name of the Template it came from. Clicking on ‘Add Details’ will allow you to add the task details and save each of the tasks listed in the template. If you find that a particular task is not necessary with this current Client or Firm Workspace, you can always delete the task by clicking on the ‘X’ icon in that task's row and Action column.
Step 5: Once all tasks have been listed, assigned, and details saved, you can click ‘Launch’ to launch the Project. You may click ‘Save as Draft’ if you are not finished and wish to finish later.
Step 6: You'll be asked if you would like Cora's assistance with reminding users about their tasks. Cora can be enabled to follow up with task owners using one of the three modes. You can read more about the Cora Assistant by clicking here.
Step 7: You'll be brought back to the Tasks tab. The Project and Tasks you just created will be active and Basil will have notified all participants.