Create Todoist Templates

Quick reference

• 00:04 Hello, everyone, and welcome back to this GoSkills course all about Todoist.
• 00:09 Now, in the last feature, we did dive into how to email into your Todoist account.
• 00:14 And of course, as you grow over time,
• 00:16 you're going to pick up some advanced tips as you go.
• 00:19 Which is fantastic, and emailing is one of those.
• 00:22 And we talked last time that we're going to be diving into Todoist templates.
• 00:26 They're a very useful function once learned and mastered, and
• 00:30 it's a great way.
• 00:31 Because sometimes when you've got your Todoist account in front of you, and
• 00:34 you're adding all of your tasks.
• 00:35 Sometimes you're adding tasks that you
• 00:38 might be adding multiple times across a day.
• 00:41 And that can be a little bit daunting and a little bit of time wasting too,
• 00:44 because you're just repeating and duplicating.
• 00:47 Just before we dive in,
• 00:48 there is a feature inside of Todoist that does allow you to duplicate tasks.
• 00:53 So for example, if I wanted to duplicate a task, I'd click the task actions and
• 00:57 hit Duplicate.
• 00:58 And essentially it would duplicate it with the same date and
• 01:01 the same information that you had before, and that's really, really easy to do.
• 01:04 But if you wanted to duplicate an entire project or some outline of a task,
• 01:09 or a template, for example, then you can do that inside of Todoist.
• 01:13 Now, you can see down here on this left-hand side in Projects,
• 01:16 I've created a New Projects area.
• 01:18 And you can see that I've got this sort of structure of a task.
• 01:22 So I've got the title New Project Title for
• 01:25 me to add, Outline Project Goals, which will be one of the tasks of this,
• 01:29 Schedule time for these tasks, and Assign and delegate activities.
• 01:33 Now, let's say I didn't necessarily want to keep dragging this in or recreating it.
• 01:39 Obviously, you could naturally duplicate it.
• 01:41 But let's say I just wanted to import it every time I had a new thing going on.
• 01:47 So for example, let's say I wanted to assign a new project inside of
• 01:51 Conference for the activity that we had.
• 01:54 Go into the New Project that you created with the relevant tasks and
• 01:57 all the general stuff that you want in there.
• 01:59 You got to the Project actions in the top right-hand corner, and
• 02:03 Export as a template.
• 02:04 Now, you can do this in two ways.
• 02:06 You can export it as a file, or you can export it as a shareable link.
• 02:09 In this demonstration, we're exporting it as a file.
• 02:12 And if you use relative dates, if you had a couple of dates assigned to them.
• 02:16 So for example, you put Tomorrow in there, it will be turned into +1 day, so
• 02:20 it uses relative dates.
• 02:22 In this case, I'm actually going to untick this,
• 02:24 because I don't actually have any dates assigned to them.
• 02:26 So let's just export this one, and it does appear as a CSV down here.
• 02:30 Now, if I wanted to, I could get rid of this project.
• 02:33 I'm going to archive this project because I actually don't need it anymore.
• 02:36 And if I go up to the Conference, all I have to do is go over to Project actions,
• 02:41 Import from a template, and drag this CSV into there.
• 02:45 Now, there is a really helpful help video here.
• 02:48 But as you can see, it's imported, and you can see the task ready for
• 02:51 you to be able to add.
• 02:53 Now, of course, you can add that for any new project,
• 02:55 any new activity, any new template that you have.
• 02:58 And it's great to rename these CSVs, as well, so that you don't get confused.
• 03:03 But it's perfect because you can add and import all that you need.
• 03:06 And you can get assigning it straightaway, and
• 03:08 you can import it as many times as you like.
• 03:11 So templates is a well-renowned feature.
• 03:14 And lots people like using it as their template for their morning routine and
• 03:18 putting that into every new day, maybe adding some comments, etc.
• 03:23 But it's a good way and a productive way to be able to duplicate tasks on scale.
• 03:28 The next feature, we're going to dive into how to make your Todoist account a bit
• 03:32 more colorful with emoji.
• 03:33 Make sure to take example of the exercises and really dive into them,
• 03:37 because they'll help you learn and improve your practice.
• 03:40 I'll see you in the next feature, cheers.

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