Do you organize events and webinars on a regular basis? Are you dealing with recurring publications? Do you want to standardize your product launches? We’ve got some great news for you!
The new update of today allows you to copy projects. Gain time by copying everything that has to do with your marketing project at once. Or create project templates for even more efficiency.
Really easy, but that's what you probably expected.
Because you can copy projects, you can also create exemplary projects that you want to use as a template. Either you add them to your plan, perhaps in a separate project group. Or you can add project templates to a separate plan ("Templates") because you can copy from one plan to another.
You don't need to worry about deadlines of tasks and campaign dates because they don't get copied along. Drag your tasks, campaigns and KPI's in the right order, so you can keep that order in the copied project.
In these projects, you can also add assignees for different items, but that means that they should also have access to your Templates-plan or Template-project, and perhaps that's something you don't want. But also after copying you can add assignees.
In Notes you can create your desired information for your project, so you only need to fill out the rest. For a printed publication that could be Number of copies, Points of attention for the distribution, the regular sections in your publication … Or an ideal brief for your copywriter, graphic designer or web developer. The only thing you need to do is complete it with details. Less thinking!
As soon as you've created a project template, you can easily copy that project to the desired plan.