Is it possible to save an Action Items list to a project template? We want an Action Items list of reminders A, B, C to automatically appear when a PM selects the related parent project template. They are micro-tasks/reminders that we do not need to capture time against individually.
If this is not possible via Action Items, can you recommend another way to accomplish this?
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We have the same requirement. We have Actions that are simply check lists. These occur on every project. Without them on a template, it requires tedious manual effort to add them fro each project. Also, each of these actions require a resource to complete them. In the current template, we assign generic users to tasks and use the Resourcing replace function. This would also be required for the "checklist" Actions.
I know this can be done using to do list items. Have you tried that?
When I say "Action Items", I think I mean "To Do List Items" as noted in the comment; Clarizen references these using both terms. I still cannot figure out how to save these work items to a project work plan template. I am able to add the items to the original project template "master" page, but when I save the template and add as a new project the To Do items do not appear. Is this functionality available?
A "To Do List" item becomes a normal task as soon as you attach it to a project. The To Do's are designed to be floating tasks that are not attached to a structured project.
Josh, do you have any additional recommendations for this use-case?
You can use a Custom Object to create "check-list" items that are linked to a task, but that would not be included as part of the template. If the items have resources and you want to use find & replace, subtasks are likely the best way to go.