Move tasks from Close Template to Task Template
planned
A
Amie MacNeil
Created super detailed checklists but accidentally added them as Custom Tasks in a Close Template, when they should actually be in Project Template(s). No easy way to transfer them right now -- AND it's not advisable to have two windows of Keeper open on templates simultaneously.
B
Briana Herman
I think the ability to copy a checklist to a specific section as well. I am so hesitant to use the template once a client is built out but then we add reconciliations and the checklist we have built out won't show unless I manually add or apply the template.
J
Jared Hoffman
Anything that enhances the ability to both move and/or duplicate Tasks and Checklists within and without Sections will be a major improvement.
A
Angie Simmons
I just had this same thing happen to me this week.
B
Ben Stein
planned
Lauren Goettge
In addition, the ability to move a task that was created in one non-closing section to a different section. example: move a non-closing task from one section like 'payroll' to another like 'monthly reports'
A
Amy English
Lauren Goettge Seconded!!