Recurring Note Section on Project Templates
M
Melanie Kirton
Add a persistent note section at the top of a project that carries over as part of the template, rather than a one-off task used as a workaround. Firms want a place to track ongoing details about a recurring project without recreating a note task each cycle.
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Add an Internal Notes Tab to Project Templates
L
Luis Morfin-Villa
It would be helpful to have an Internal Notes tab directly within project templates, similar to the Notes tab available on active projects.
Currently, templates only have Team Tasks, Client Tasks, and Files. We've encountered several situations where we'd like to document internal procedures, instructions, the purpose of a template, or a history of changes without creating additional tasks or attaching separate documents.
For example, we recently updated several of our bookkeeping and client offboarding templates. Having a Notes tab would allow us to document why certain processes are structured the way they are, when significant changes were made, and important information for future team members.
Ideally, these notes would remain attached to the master template and could optionally carry over when a new project is created.
This would make templates more useful as both workflow tools and internal process references, especially for firms with multiple employees managing recurring projects.