News and Announcements icon

Dynamics 365 CommunityForums Finance | Project Operations, Human Resources, ... Create Task using Proj...

Finance | Project Operations, Human Resources, ...

Suggested answer

Create Task using Project Template in Project operation

(1) Share

Report

Report

Posted on by IG-29040720-0

12

Hi,

is there any way that we can create and manage a task list using the project template

Anything would be helpful

Thanks and regards

All responses Img

All responses (1)

Answers Img

Answers (0)

Suggested answer

Erica J Ellis 66 on at

Like (0)

Report

Create Task using Project Template in Project operation

Project Operations does not have a specific project template function, however you can achieve the concept of a project template by using the Copy Project button. The Project record has a button in the toolbar called Copy Project. This button creates a new Project that includes Project Tasks of the Project that you copied. Therefore, you could create Project(s) that just serve the purpose of being a template. When creating a new Project, the user would navigate to the template Project and choose Copy Project.

The Copy Project button uses an action and you can adjust it's behavior some. This documentation from Microsoft talks about some ways to customize Project Ops to further create template functionality using the action - https://learn.microsoft.com/en-us/dynamics365/project-operations/project-management/dev-copy-project

Helpful resources

Quick Links

Leaderboard

#1

André Arnaud de Cal... 291,269 Super User 2024 Season 2

#2

Martin Dráb 230,198 Most Valuable Professional

#3

nmaenpaa 101,156

Leaderboard

Featured topics

End-of-life Announcement for Microsoft Dynamics GP

Product updates

Dynamics 365 release plans