Does Planscope support templates?
Yep. Here's how we handle templating...
Instead of just allowing you to clone an existing estimate, our preferred workflow is to let you mix and match exported lists of tasks (e.g., "seo.csv", "design.csv", etc.) that can be easily mixed in to future projects and estimates.
- From an existing project or estimate, click "Manage" and then "Export tasks to CSV". Save this somewhere convenient.
- When you'd like to include this list of tasks, click "Add Task or Milestone" and then "Import" from the task list. Choose the file and upload. We'll carry over any hour estimates or prices you previously assigned to these tasks, but they can be overridden on a per project/estimate basis.