- We want our projects carried out in a very consistent manner and use project templates in GoldMine. - Many projects have the same routine tasks that need to be carried out. - How do we add the same routine tasks to the project templates?
1) Create Project template Additional Note: While all information in the Info tab for Projects are important, for Tasks specifically, the Task dates to be based on is important, as this defines from how many days from the creation of the project based on the template the task is generated 2) Double click on the newly created Project template. 3) Click Tasks tab. 4) Add general tasks as desired; these tasks will then be part of the Project Template.