Feature Requests

It would be helpful to have all templates aggregated in one place divided by type by tab (maybe under Templates in Project Navigator) Also the ability to view, edit, and delete Approval templates.

when a template is changed, it would be nice to have past projects change to that new template automatically

When we have the project template List view set to Group by Phases, we'd like the same filter settings to carry over when that template is applied to the project.

Currently, Project Template is accessible in Project Navigator and Action Card Template is accessible in Workspace Setting. It would be helpful if these two Templates were in one centralized location.

Good morning! I allow myself to write in French, since it is faster for me. We would like to be able to copy a project that contains sub-projects. At the moment, it is not possible. You have to copy the main project (which does not contain tasks) and then copy all the sub-projects (where the tasks are!!) by taking care to link them to the project to which they are similar (“the parent project”). It would be more efficient and faster if, by copying the master project, all its sub-projects followed. Thank you so much!

In this case, a form creates a new project off of a project template when it is submitted. It would be create if the form submitter could be automatically assigned to select actions in the project when the form is submitted.

Action templates at the moment only allow for a custom field to be populated on the action level, but not for each sub-action underneath it. Can we please adjust this so it is possible to set it up on subactions as well?

Action Card Templates applied to a Project Template don’t currently update when the global Action Card Template is changed. This creates extra work for our team — we have to manually reapply or edit the same Action Cards across multiple project templates (4–5 times) instead of updating once globally. It would be very useful if global template updates automatically applied wherever those Action Cards are used.

Right now when you create a project from a template with required custom fields, the order is in the order in which the fields were created. The order should be the order in which they are displayed in the template in the project overview tab.

This would be a helpful workflow setting: when applying a template, allow an option to quickly set the project dates to start today (as if the start date = today)