While creating a new project there will be about 3-6 milestones which will be common across all projects. Looking to create new milestones as templates that can be reused

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We are looking to create few milestones as templates. So that these milestone templates can be automatically be assigned to projects, while creating a new project. 

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Bhaskaran

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Posted 3 years ago

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The easiest way is to use the Copy Matser detail wizard to let 1uickbSe make a button for this,  the covert is that yo set up a special project which will be your template project with the standard template task s milestones.

This wizard can be found in settings for the application and then "App Management".  You follow the steps and have it always use the same project as the template.

Typically, you then use a form rule keying off a summary feld of the number of tasks to hide the butto once the template tasks are created.