How to Intuit Enterprise Suite: Project Task Templates

Previously, as part of our ‘How to ERP” series, we told you how to add project tasks within Intuit Enterprise Suite (IES). Recently, some new 'template' functionality for project and tasks has been incorporated into IES.

Templates allow you to group several tasks you commonly use with your projects. You can store your templates within the IES template library. You will save tremendous time by applying a template of tasks to your next or future project(s) rather than manually entering each task again. 

Converting Existing Project Tasks to Templates

1) Login to Intuit Enterprise Suite

2) Choose Projects from the left-hand navigation bar.

3) Select the All projects list.

4) Pick an existing project (with tasks) from the list.

5) Choose the Tasks tab.

6) Select the More options menu,

7) Then, choose Convert to a template.

8) On the Save template page, fill out the Template name and Description fields.

9) Select Add to create any additional tasks for this template. Repeat as appropriate.

10) When finished, choose Save template, the template of tasks now appears in your Template library.

Add Project Tasks from a Template

1) Login to Intuit Enterprise Suite

2) Choose Projects from the left-hand navigation bar.

3) Select the All projects list.

4) Pick an existing project (with tasks) from the list.

5) Choose the Tasks tab.

6) Select the Add tasks ▼ drop-down.

7) Then select From template.

8) On the Template library, select an existing template to apply to the project.

Optional: You can select New template to create a new template, fill out the Template Name and Description, then select Add tasks (if required) and repeat as necessary. These steps are very similar to those shown in steps 8-10 of converting existing project tasks to a template (above). You can also select the More options  menu to Edit template or Delete an existing template(s).

9) When finished, choose Save.

Templates allow you to streamline the configuration and setup of your projects and tasks. Intuit Enterprise Suite makes them easy to use to further simplify the process.